Filed December 1, 2015 (most recent of 3 filings on file)
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Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant 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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $317 | $70,667-99.6% | $123,105-99.7% | $52,331-99.4% |
| Participation rate | 100.0% | 83.7%+16.3pp | 86.8%+13.2pp | 68.1%+31.9pp |
| Annual return | 0.00% | 6.23%-6.2pp | 13.22%-13.2pp | 4.54%-4.5pp |
| Employer contribution / active EE | $150 | $2,946-94.9% | $5,151-97.1% | $1,882-92.0% |
| Participant deferral / active EE | $172 | $4,493-96.2% | $6,229-97.2% | $3,022-94.3% |
| Admin fee / account holder | $0 | $506-100.0% | $9,014-100.0% | $592-100.0% |