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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,032 | $40,263+116.2% | $57,347+51.8% | $59,632+45.9% |
| Participation rate | 100.0% | 69.2%+30.8pp | 75.1%+24.9pp | 68.7%+31.3pp |
| Annual return | 4.17% | 27.50%-23.3pp | 24.40%-20.2pp | 2041.32%-2037.1pp |
| Employer contribution / active EE | $0 | $1,922-100.0% | $2,689-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $7,753 | $2,400+223.0% | $3,162+145.2% | $3,192+142.9% |
| Admin fee / account holder | $0 | $2,819-100.0% | $3,356-100.0% | $4,297-100.0% |