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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 | $51,411 | $77,816-33.9% | $123,552-58.4% | $64,173-19.9% |
| Participation rate | 89.4% | 74.7%+14.7pp | 82.3%+7.1pp | 69.6%+19.8pp |
| Annual return | -4.82% | 12.49%-17.3pp | 119.20%-124.0pp | 7.63%-12.5pp |
| Employer contribution / active EE | $1,667 | $3,014-44.7% | $4,628-64.0% | $2,381-30.0% |
| Participant deferral / active EE | $5,321 | $5,240+1.5% | $6,426-17.2% | $3,470+53.4% |
| Admin fee / account holder | $13 | $5,519-99.8% | $9,285-99.9% | $4,887-99.7% |