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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 | $100,145 | $57,976+72.7% | $63,018+58.9% | $62,293+60.8% |
| Participation rate | 98.9% | 75.9%+23.0pp | 74.8%+24.1pp | 69.5%+29.4pp |
| Annual return | 12.63% | 17.54%-4.9pp | 87.62%-75.0pp | 28.90%-16.3pp |
| Employer contribution / active EE | $1,309 | $2,415-45.8% | $2,761-52.6% | $2,042-35.9% |
| Participant deferral / active EE | $3,800 | $2,956+28.6% | $3,330+14.1% | $3,169+19.9% |
| Admin fee / account holder | $0 | $276-100.0% | $3,601-100.0% | $479-100.0% |