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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 | $83,449 | $29,569+182.2% | $56,077+48.8% | $77,714+7.4% |
| Participation rate | 100.0% | 32.6%+67.4pp | 52.5%+47.5pp | 70.6%+29.4pp |
| Annual return | 0.32% | 18.90%-18.6pp | 1709.28%-1709.0pp | 31.26%-30.9pp |
| Employer contribution / active EE | $12,477 | $569+2093.8% | $1,040+1099.3% | $2,727+357.6% |
| Participant deferral / active EE | $0 | $1,061-100.0% | $1,954-100.0% | $4,649-100.0% |
| Admin fee / account holder | $0 | $1,042-100.0% | $2,825-100.0% | $433-100.0% |