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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $40,848-100.0% | $346,182-100.0% | $317,036-100.0% |
| Participation rate | 0.0% | 20.3%-20.3pp | 52.1%-52.1pp | 13.0%-13.0pp |
| Annual return | 16.72% | 22.30%-5.6pp | 13.48%+3.2pp | 13.59%+3.1pp |
| Employer contribution / active EE | $5,153 | $18,386-72.0% | $47,067-89.1% | $14,592-64.7% |
| Participant deferral / active EE | $0 | $11-100.0% | $200-100.0% | $67-100.0% |
| Admin fee / account holder | $0 | $68-100.0% | $14,572-100.0% | $29,657-100.0% |