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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 | $161,673-100.0% | $161,673-100.0% | $254,173-100.0% |
| Participation rate | 0.0% | 62.5%-62.5pp | 41.7%-41.7pp | 43.0%-43.0pp |
| Annual return | 16.32% | 9.27%+7.1pp | 9.65%+6.7pp | 259.17%-242.8pp |
| Employer contribution / active EE | $200,000 | $32,307+519.1% | $27,458+628.4% | $41,471+382.3% |
| Participant deferral / active EE | $0 | $35-100.0% | $33-100.0% | $153-100.0% |
| Admin fee / account holder | $0 | $23,561-100.0% | $23,561-100.0% | $21,502-100.0% |