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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 | $0 | $39,669-100.0% | $334,005-100.0% | $52,198-100.0% |
| Participation rate | 0.0% | 26.5%-26.5pp | 43.7%-43.7pp | 11.0%-11.0pp |
| Annual return | 2.30% | 8.11%-5.8pp | 9.83%-7.5pp | 8.21%-5.9pp |
| Employer contribution / active EE | $30,647 | $16,761+82.8% | $30,308+1.1% | $13,843+121.4% |
| Participant deferral / active EE | $0 | $33-100.0% | $66-100.0% | $61-100.0% |
| Admin fee / account holder | $0 | $435-100.0% | $53,840-100.0% | $1,652-100.0% |