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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 | $30,157 | $76,696-60.7% | $96,538-68.8% | $71,529-57.8% |
| Participation rate | 100.0% | 66.6%+33.4pp | 74.3%+25.7pp | 67.9%+32.1pp |
| Annual return | 13.49% | 48.32%-34.8pp | 35.74%-22.2pp | 28.97%-15.5pp |
| Employer contribution / active EE | $5,616 | $3,032+85.3% | $3,740+50.2% | $2,590+116.9% |
| Participant deferral / active EE | $0 | $3,770-100.0% | $4,880-100.0% | $4,291-100.0% |
| Admin fee / account holder | $68 | $2,030-96.7% | $6,737-99.0% | $1,588-95.7% |