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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 | $106,196 | $82,678+28.4% | $125,391-15.3% | $68,490+55.1% |
| Participation rate | 81.2% | 75.1%+6.1pp | 82.4%-1.2pp | 67.9%+13.3pp |
| Annual return | -11.38% | -5.97%-5.4pp | 572.41%-583.8pp | -7.85%-3.5pp |
| Employer contribution / active EE | $0 | $3,382-100.0% | $4,816-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $7,798 | $6,111+27.6% | $7,448+4.7% | $4,028+93.6% |
| Admin fee / account holder | $0 | $6,277-100.0% | $10,009-100.0% | $5,403-100.0% |