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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 | $73,262 | $86,692-15.5% | $119,634-38.8% | $66,949+9.4% |
| Participation rate | 100.0% | 75.6%+24.4pp | 79.3%+20.7pp | 69.8%+30.2pp |
| Annual return | -14.78% | -8.00%-6.8pp | -14.98%+0.2pp | 1.57%-16.4pp |
| Employer contribution / active EE | $459 | $2,536-81.9% | $4,232-89.2% | $2,545-82.0% |
| Participant deferral / active EE | $2,826 | $4,360-35.2% | $5,601-49.6% | $4,239-33.3% |
| Admin fee / account holder | $0 | $755-100.0% | $10,329-100.0% | $594-100.0% |