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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 | $0 | $67,166-100.0% | $57,356-100.0% | $55,191-100.0% |
| Participation rate | 0.0% | 77.7%-77.7pp | 75.1%-75.1pp | 69.2%-69.2pp |
| Annual return | 1050.48% | 4.22%+1046.3pp | 24.41%+1026.1pp | 10.78%+1039.7pp |
| Employer contribution / active EE | $1,904 | $2,812-32.3% | $2,689-29.2% | $1,899+0.3% |
| Participant deferral / active EE | $1,226 | $2,835-56.8% | $3,162-61.2% | $3,046-59.8% |
| Admin fee / account holder | $0 | $44-100.0% | $3,357-100.0% | $91-100.0% |