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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 | $91,728 | $69,255+32.5% | $136,833-33.0% | $69,255+32.5% |
| Participation rate | 99.7% | 69.0%+30.6pp | 59.0%+40.6pp | 69.0%+30.6pp |
| Annual return | 1.42% | 26.73%-25.3pp | 35.32%-33.9pp | 26.73%-25.3pp |
| Employer contribution / active EE | $12,593 | $2,645+376.1% | $1,319+855.1% | $2,645+376.1% |
| Participant deferral / active EE | $0 | $2,890-100.0% | $2,441-100.0% | $2,890-100.0% |
| Admin fee / account holder | $0 | $733-100.0% | $4,706-100.0% | $733-100.0% |