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Employer contribution per participant 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 | $0 | $0 | $231,535-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 45.5%-45.5pp | 0.0%0pp |
| Annual return | 7.53% | 10.77%-3.2pp | 12.92%-5.4pp | 10.77%-3.2pp |
| Employer contribution / active EE | $4,086 | $15,292-73.3% | $24,425-83.3% | $15,292-73.3% |
| Participant deferral / active EE | $0 | $1,813-100.0% | $18-100.0% | $1,813-100.0% |
| Admin fee / account holder | $0 | $0 | $262,349-100.0% | - |