Filed July 31, 2017
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Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,844 | $56,638-63.2% | $169,397-87.7% | $74,473-72.0% |
| Participation rate | 99.3% | 67.5%+31.8pp | 77.2%+22.2pp | 70.7%+28.6pp |
| Annual return | 9.97% | 24.75%-14.8pp | 406.23%-396.3pp | 34.36%-24.4pp |
| Employer contribution / active EE | $0 | $2,027-100.0% | $4,013-100.0% | $2,638-100.0% |
| Participant deferral / active EE | $0 | $4,223-100.0% | $6,223-100.0% | $4,530-100.0% |
| Admin fee / account holder | $4 | $307-98.8% | $9,017-100.0% | $347-98.9% |