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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 | $99,875-44.9% | $146,866-62.6% | $86,983-36.8% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 4.47% | 28.10%-23.6pp | 102.85%-98.4pp | 25.83%-21.4pp |
| Employer contribution / active EE | $7,142 | $3,224+121.5% | $4,425+61.4% | $2,584+176.3% |
| Participant deferral / active EE | $0 | $6,322-100.0% | $7,759-100.0% | $4,194-100.0% |
| Admin fee / account holder | $37 | $7,838-99.5% | $13,620-99.7% | $7,856-99.5% |