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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 | $0 | $274,299-100.0% | $274,299-100.0% | $286,788-100.0% |
| Participation rate | 0.0% | 43.5%-43.5pp | 39.8%-39.8pp | 37.6%-37.6pp |
| Annual return | 22.71% | 8.66%+14.0pp | 8.84%+13.9pp | 9.30%+13.4pp |
| Employer contribution / active EE | $269,571 | $69,684+286.8% | $67,498+299.4% | $43,748+516.2% |
| Participant deferral / active EE | $0 | $0 | $4-100.0% | $83-100.0% |
| Admin fee / account holder | $0 | $46,528-100.0% | $46,528-100.0% | $12,596-100.0% |