Filed June 21, 2019
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More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,083 | $70,002-17.0% | $115,038-49.5% | $52,331+11.0% |
| Participation rate | 100.0% | 72.1%+27.9pp | 81.4%+18.6pp | 68.1%+31.9pp |
| Annual return | 6.60% | 4.04%+2.6pp | 26.14%-19.5pp | 4.54%+2.1pp |
| Employer contribution / active EE | $5,840 | $2,715+115.1% | $4,608+26.7% | $1,882+210.3% |
| Participant deferral / active EE | $8,769 | $4,920+78.2% | $6,026+45.5% | $3,022+190.1% |
| Admin fee / account holder | $14 | $566-97.4% | $8,175-99.8% | $592-97.5% |