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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 | $91,699 | $77,817+17.8% | $123,553-25.8% | $64,173+42.9% |
| Participation rate | 98.8% | 74.7%+24.0pp | 82.3%+16.5pp | 69.6%+29.2pp |
| Annual return | -3.28% | 12.49%-15.8pp | 119.21%-122.5pp | 7.63%-10.9pp |
| Employer contribution / active EE | $0 | $3,014-100.0% | $4,628-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $5,366 | $5,240+2.4% | $6,426-16.5% | $3,470+54.7% |
| Admin fee / account holder | $0 | $5,519-100.0% | $9,284-100.0% | $4,887-100.0% |