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Employer 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 | $14,491,905-100.0% | $1,637,423-100.0% | $14,491,905-100.0% |
| Participation rate | 0.0% | 5.3%-5.3pp | 5.3%-5.3pp | 5.3%-5.3pp |
| Annual return | 17.41% | 1057.21%-1039.8pp | 15.63%+1.8pp | 1057.21%-1039.8pp |
| Employer contribution / active EE | $1,288 | $14,374-91.0% | $56,677-97.7% | $14,374-91.0% |
| Participant deferral / active EE | $0 | $351-100.0% | $93-100.0% | $351-100.0% |
| Admin fee / account holder | $0 | $81,210-100.0% | $0 | $81,210-100.0% |