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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 | $107,421-48.8% | $182,262-69.8% | $94,015-41.5% |
| Participation rate | 100.0% | 77.8%+22.2pp | 84.2%+15.8pp | 70.8%+29.2pp |
| Annual return | 4.47% | 21.32%-16.9pp | 140.60%-136.1pp | 17.84%-13.4pp |
| Employer contribution / active EE | $7,142 | $3,448+107.1% | $5,046+41.5% | $2,790+156.0% |
| Participant deferral / active EE | $0 | $6,558-100.0% | $8,276-100.0% | $4,249-100.0% |
| Admin fee / account holder | $37 | $8,692-99.6% | $16,712-99.8% | $8,951-99.6% |