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Annual investment return 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 | $66,326 | $86,949-23.7% | $102,460-35.3% | $80,959-18.1% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.7%+32.3pp |
| Annual return | 5.39% | 18.89%-13.5pp | 29.47%-24.1pp | 35.67%-30.3pp |
| Employer contribution / active EE | $5,609 | $2,370+136.7% | $3,025+85.4% | $2,757+103.4% |
| Participant deferral / active EE | $0 | $4,121-100.0% | $5,056-100.0% | $4,300-100.0% |
| Admin fee / account holder | $0 | $8,048-100.0% | $9,460-100.0% | $6,925-100.0% |