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 | $3,299,877-100.0% | $306,246-100.0% | $3,299,877-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 62.9%-62.9pp | 2.3%-2.3pp |
| Annual return | 6.94% | 11.98%-5.0pp | 35.16%-28.2pp | 37.77%-30.8pp |
| Employer contribution / active EE | $0 | $57,753-100.0% | $46,401-100.0% | $15,798-100.0% |
| Participant deferral / active EE | $2,410 | $1,774+35.9% | $72+3226.1% | $732+229.0% |
| Admin fee / account holder | $0 | $9,287-100.0% | $4,448-100.0% | $9,287-100.0% |