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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 | $30,546 | $50,666-39.7% | $76,657-60.2% | $65,185-53.1% |
| Participation rate | 75.0% | 68.8%+6.2pp | 72.1%+2.9pp | 70.2%+4.8pp |
| Annual return | 25.10% | 28.51%-3.4pp | 1166.74%-1141.6pp | 29.38%-4.3pp |
| Employer contribution / active EE | $1,923 | $1,575+22.1% | $2,303-16.5% | $2,177-11.7% |
| Participant deferral / active EE | $0 | $2,647-100.0% | $3,335-100.0% | $3,514-100.0% |
| Admin fee / account holder | $7 | $463-98.6% | $6,423-99.9% | $847-99.2% |