Participant contribution per participant 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 | $1,472,696-100.0% | $375,279-100.0% | $1,472,696-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 36.7%-36.7pp | 0.7%-0.7pp |
| Annual return | 2.53% | 7.36%-4.8pp | 9.78%-7.2pp | 13.24%-10.7pp |
| Employer contribution / active EE | $0 | $40,685-100.0% | $46,889-100.0% | $14,616-100.0% |
| Participant deferral / active EE | $2,156 | $2,571-16.2% | $72+2874.1% | $830+159.7% |
| Admin fee / account holder | $0 | $4,137-100.0% | $5,665-100.0% | $4,137-100.0% |