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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 | $0 | $62,324-100.0% | $68,509-100.0% | $55,191-100.0% |
| Participation rate | 0.0% | 78.9%-78.9pp | 74.7%-74.7pp | 69.2%-69.2pp |
| Annual return | -7.04% | 4.26%-11.3pp | 8.27%-15.3pp | 10.78%-17.8pp |
| Employer contribution / active EE | $4,204 | $2,223+89.2% | $2,278+84.6% | $1,899+121.4% |
| Participant deferral / active EE | $0 | $3,425-100.0% | $3,382-100.0% | $3,046-100.0% |
| Admin fee / account holder | $0 | $91-100.0% | $5,275-100.0% | $91-100.0% |