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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 | $93,643 | $76,551+22.3% | $123,894-24.4% | $62,881+48.9% |
| Participation rate | 92.9% | 73.0%+20.0pp | 81.4%+11.5pp | 69.3%+23.6pp |
| Annual return | 6.77% | 18.68%-11.9pp | 47.52%-40.7pp | 20.14%-13.4pp |
| Employer contribution / active EE | $0 | $2,882-100.0% | $4,617-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $5,344 | $4,840+10.4% | $5,984-10.7% | $3,203+66.9% |
| Admin fee / account holder | $0 | $4,826-100.0% | $8,357-100.0% | $4,296-100.0% |