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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 | $37,019 | $80,705-54.1% | $115,768-68.0% | $67,986-45.5% |
| Participation rate | 81.0% | 63.0%+18.0pp | 74.4%+6.6pp | 57.2%+23.7pp |
| Annual return | 11.51% | 18.49%-7.0pp | 100.46%-89.0pp | 31.67%-20.2pp |
| Employer contribution / active EE | $4,626 | $2,046+126.0% | $2,940+57.4% | $2,019+129.1% |
| Participant deferral / active EE | $0 | $3,559-100.0% | $4,917-100.0% | $3,358-100.0% |
| Admin fee / account holder | -$0 | $4,135-100.0% | $12,439-100.0% | $3,203-100.0% |