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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 | $54,999 | $106,749-48.5% | $145,433-62.2% | $82,448-33.3% |
| Participation rate | 100.0% | 75.6%+24.4pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 4.47% | 27.59%-23.1pp | 66.58%-62.1pp | 41.64%-37.2pp |
| Employer contribution / active EE | $7,142 | $3,444+107.3% | $4,554+56.8% | $2,551+180.0% |
| Participant deferral / active EE | $0 | $6,519-100.0% | $7,897-100.0% | $4,139-100.0% |
| Admin fee / account holder | $37 | $8,390-99.6% | $13,129-99.7% | $7,234-99.5% |