Filed October 15, 2015 (most recent of 2 filings on file)
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Employer contribution per participant is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,071 | $42,367-26.7% | $79,583-61.0% | $64,824-52.1% |
| Participation rate | 100.0% | 64.7%+35.3pp | 69.5%+30.5pp | 71.5%+28.5pp |
| Annual return | 37.57% | -12.24%+49.8pp | 0.16%+37.4pp | 32.84%+4.7pp |
| Employer contribution / active EE | $312 | $1,181-73.6% | $2,414-87.1% | $2,507-87.5% |
| Participant deferral / active EE | $0 | $3,168-100.0% | $3,986-100.0% | $4,311-100.0% |
| Admin fee / account holder | $0 | $160-100.0% | $6,835-100.0% | $188-100.0% |