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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 | $36,317 | $88,360-58.9% | $145,433-75.0% | $67,986-46.6% |
| Participation rate | 100.0% | 65.5%+34.5pp | 82.1%+17.9pp | 57.2%+42.8pp |
| Annual return | 0.61% | 63.15%-62.5pp | 66.58%-66.0pp | 31.67%-31.1pp |
| Employer contribution / active EE | $4,348 | $3,054+42.4% | $4,554-4.5% | $2,019+115.4% |
| Participant deferral / active EE | $0 | $5,932-100.0% | $7,897-100.0% | $3,358-100.0% |
| Admin fee / account holder | $0 | $3,313-100.0% | $13,129-100.0% | $3,203-100.0% |