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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 | $106,274 | $202,387-47.5% | $57,196+85.8% | - |
| Participation rate | 0.0% | 69.2%-69.2pp | 75.3%-75.3pp | - |
| Annual return | 5.32% | 10.83%-5.5pp | 14.59%-9.3pp | - |
| Employer contribution / active EE | $0 | $2,304-100.0% | $2,683-100.0% | - |
| Participant deferral / active EE | $0 | $2,991-100.0% | $3,096-100.0% | - |
| Admin fee / account holder | $0 | $22,351-100.0% | $3,141-100.0% | - |