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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 | $125,310 | $105,210+19.1% | $159,487-21.4% | $85,851+46.0% |
| Participation rate | 85.4% | 75.8%+9.6pp | 82.8%+2.6pp | 69.3%+16.1pp |
| Annual return | 13.04% | 45.08%-32.0pp | 263.71%-250.7pp | 318.63%-305.6pp |
| Employer contribution / active EE | $0 | $3,319-100.0% | $4,831-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $5,620 | $5,946-5.5% | $7,354-23.6% | $3,952+42.2% |
| Admin fee / account holder | $0 | $6,934-100.0% | $10,804-100.0% | $6,261-100.0% |