Filed February 16, 2021 (most recent of 5 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 | $105,125-100.0% | $221,583-100.0% | $105,125-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 4.3%-4.3pp | 14.6%-14.6pp |
| Annual return | -6.28% | -3.21%-3.1pp | -6.55%+0.3pp | 10.56%-16.8pp |
| Employer contribution / active EE | $3,438 | $17,428-80.3% | $21,653-84.1% | $13,643-74.8% |
| Participant deferral / active EE | $0 | $183-100.0% | $160-100.0% | $62-100.0% |
| Admin fee / account holder | $0 | $3,354-100.0% | $1,920-100.0% | $3,354-100.0% |