Filed March 29, 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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,397 | $104,497-47.0% | $159,487-65.3% | $79,389-30.2% |
| Participation rate | 98.8% | 76.6%+22.2pp | 82.8%+16.0pp | 70.7%+28.1pp |
| Annual return | 10.02% | 67.98%-58.0pp | 263.71%-253.7pp | 116.89%-106.9pp |
| Employer contribution / active EE | $6,024 | $3,418+76.3% | $4,831+24.7% | $2,428+148.1% |
| Participant deferral / active EE | $0 | $6,468-100.0% | $7,354-100.0% | $4,046-100.0% |
| Admin fee / account holder | $13 | $711-98.2% | $10,804-99.9% | $626-97.9% |