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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 | $23,330 | $82,674-71.8% | $125,381-81.4% | $68,486-65.9% |
| Participation rate | 88.0% | 75.1%+12.9pp | 82.4%+5.6pp | 67.9%+20.1pp |
| Annual return | -41.65% | -5.97%-35.7pp | 572.31%-614.0pp | -7.85%-33.8pp |
| Employer contribution / active EE | $12,958 | $3,382+283.2% | $4,815+169.1% | $2,597+399.0% |
| Participant deferral / active EE | $0 | $6,111-100.0% | $7,448-100.0% | $4,028-100.0% |
| Admin fee / account holder | $1 | $6,277-100.0% | $10,007-100.0% | $5,404-100.0% |