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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 | $92,405 | $26,137+253.5% | $58,561+57.8% | $74,460+24.1% |
| Participation rate | 100.0% | 32.2%+67.8pp | 50.9%+49.1pp | 70.7%+29.3pp |
| Annual return | 7.00% | 32.53%-25.5pp | 4251.33%-4244.3pp | 34.38%-27.4pp |
| Employer contribution / active EE | $10,634 | $537+1881.2% | $1,053+909.4% | $2,638+303.1% |
| Participant deferral / active EE | $0 | $1,076-100.0% | $1,923-100.0% | $4,530-100.0% |
| Admin fee / account holder | $0 | $648-100.0% | $2,520-100.0% | $348-100.0% |