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Annual investment return 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 | $120,655 | $93,617+28.9% | $135,982-11.3% | $75,177+60.5% |
| Participation rate | 93.8% | 75.2%+18.6pp | 81.9%+11.9pp | 67.2%+26.6pp |
| Annual return | 14.56% | 30.89%-16.3pp | 68.32%-53.8pp | 160.75%-146.2pp |
| Employer contribution / active EE | $0 | $3,538-100.0% | $4,859-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $7,029 | $6,406+9.7% | $7,760-9.4% | $4,126+70.3% |
| Admin fee / account holder | $0 | $6,980-100.0% | $10,767-100.0% | $5,651-100.0% |