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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 | $86,938-23.7% | $102,423-35.2% | $80,925-18.0% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.7%+32.3pp |
| Annual return | 5.39% | 18.89%-13.5pp | 29.42%-24.0pp | 35.65%-30.3pp |
| Employer contribution / active EE | $5,609 | $2,369+136.7% | $3,023+85.5% | $2,756+103.5% |
| Participant deferral / active EE | $0 | $4,120-100.0% | $5,054-100.0% | $4,299-100.0% |
| Admin fee / account holder | $0 | $8,053-100.0% | $9,455-100.0% | $6,940-100.0% |