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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 | $38,992 | $51,207-23.9% | $70,565-44.7% | $75,177-48.1% |
| Participation rate | 95.6% | 61.0%+34.6pp | 68.4%+27.2pp | 67.2%+28.4pp |
| Annual return | -65.71% | 30.05%-95.8pp | 32.79%-98.5pp | 160.75%-226.5pp |
| Employer contribution / active EE | $13,808 | $1,826+656.0% | $2,976+364.0% | $2,671+416.9% |
| Participant deferral / active EE | $0 | $2,850-100.0% | $4,568-100.0% | $4,126-100.0% |
| Admin fee / account holder | $0 | $4,097-100.0% | $6,430-100.0% | $5,651-100.0% |