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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 | $80,731-64.0% | $103,374-71.9% | $74,546-61.0% |
| Participation rate | 100.0% | 65.7%+34.3pp | 74.5%+25.5pp | 67.2%+32.8pp |
| Annual return | -5.77% | 27.56%-33.3pp | 24.89%-30.7pp | 1366.03%-1371.8pp |
| Employer contribution / active EE | $6,995 | $3,158+121.5% | $3,869+80.8% | $2,624+166.5% |
| Participant deferral / active EE | $0 | $3,860-100.0% | $5,058-100.0% | $4,347-100.0% |
| Admin fee / account holder | $18 | $2,369-99.2% | $8,394-99.8% | $1,944-99.1% |