Filed October 18, 2022 (most recent of 19 filings on file)
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 | $0 | $0 | $267,477-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 35.5%-35.5pp | 0.0%0pp |
| Annual return | -2.89% | -14.80%+11.9pp | -38.86%+36.0pp | -14.80%+11.9pp |
| Employer contribution / active EE | $2,178 | $8,996-75.8% | $37,756-94.2% | $8,996-75.8% |
| Participant deferral / active EE | $0 | $455-100.0% | $16-100.0% | $455-100.0% |
| Admin fee / account holder | $0 | $0 | $16,942-100.0% | - |