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Participant contribution per participant 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 | $90,770 | $55,446+63.7% | $155,574-41.7% | $74,429+22.0% |
| Participation rate | 95.5% | 61.9%+33.5pp | 78.2%+17.2pp | 67.2%+28.2pp |
| Annual return | 18.45% | 269.20%-250.8pp | 64.87%-46.4pp | 1368.38%-1349.9pp |
| Employer contribution / active EE | $1,818 | $2,266-19.8% | $4,676-61.1% | $2,625-30.7% |
| Participant deferral / active EE | $0 | $2,836-100.0% | $5,629-100.0% | $4,348-100.0% |
| Admin fee / account holder | $0 | $1,743-100.0% | $15,914-100.0% | $1,944-100.0% |