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Annual investment return 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 | $45,552 | $55,902-18.5% | $76,030-40.1% | $80,959-43.7% |
| Participation rate | 89.1% | 62.1%+27.0pp | 69.1%+20.0pp | 67.7%+21.4pp |
| Annual return | -3.47% | 20.59%-24.1pp | 361.54%-365.0pp | 35.67%-39.1pp |
| Employer contribution / active EE | $15,647 | $1,867+738.2% | $2,688+482.2% | $2,757+467.5% |
| Participant deferral / active EE | $0 | $3,051-100.0% | $4,257-100.0% | $4,300-100.0% |
| Admin fee / account holder | $0 | $5,239-100.0% | $6,421-100.0% | $6,925-100.0% |