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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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,744 | $98,760-34.4% | $149,715-56.8% | $79,858-18.9% |
| Participation rate | 91.9% | 75.8%+16.1pp | 82.5%+9.4pp | 69.6%+22.3pp |
| Annual return | 6.24% | 27.43%-21.2pp | 276.66%-270.4pp | 31.72%-25.5pp |
| Employer contribution / active EE | $4,977 | $3,217+54.7% | $4,645+7.2% | $2,471+101.4% |
| Participant deferral / active EE | $8,409 | $5,681+48.0% | $6,842+22.9% | $3,740+124.8% |
| Admin fee / account holder | $19 | $6,053-99.7% | $9,310-99.8% | $5,306-99.6% |