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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 | $48,347 | $72,486-33.3% | $87,103-44.5% | $72,976-33.8% |
| Participation rate | 98.9% | 72.8%+26.1pp | 76.9%+22.0pp | 69.5%+29.4pp |
| Annual return | -16.08% | 24.46%-40.5pp | 28.19%-44.3pp | 81.02%-97.1pp |
| Employer contribution / active EE | $3,153 | $1,894+66.5% | $2,521+25.0% | $2,440+29.2% |
| Participant deferral / active EE | $0 | $3,270-100.0% | $4,049-100.0% | $3,608-100.0% |
| Admin fee / account holder | $0 | $5,055-100.0% | $7,491-100.0% | $5,124-100.0% |