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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 | $101,089 | $83,090+21.7% | $130,062-22.3% | $71,529+41.3% |
| Participation rate | 99.5% | 74.1%+25.4pp | 78.5%+21.0pp | 67.9%+31.5pp |
| Annual return | 0.51% | 20.61%-20.1pp | -137.37%+137.9pp | 28.97%-28.5pp |
| Employer contribution / active EE | $4,856 | $2,624+85.1% | $4,322+12.4% | $2,590+87.5% |
| Participant deferral / active EE | $0 | $4,436-100.0% | $5,821-100.0% | $4,291-100.0% |
| Admin fee / account holder | $0 | $1,727-100.0% | $10,601-100.0% | $1,588-100.0% |