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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 | $29,045 | $80,781-64.0% | $102,437-71.6% | $74,478-61.0% |
| Participation rate | 100.0% | 65.7%+34.3pp | 74.5%+25.5pp | 67.2%+32.8pp |
| Annual return | -5.77% | 27.58%-33.3pp | 24.95%-30.7pp | 1370.56%-1376.3pp |
| Employer contribution / active EE | $6,995 | $3,160+121.4% | $3,871+80.7% | $2,626+166.3% |
| Participant deferral / active EE | $0 | $3,862-100.0% | $5,060-100.0% | $4,350-100.0% |
| Admin fee / account holder | $18 | $2,372-99.2% | $8,388-99.8% | $1,946-99.1% |