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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 | $55,472+63.6% | $155,567-41.7% | $74,546+21.8% |
| Participation rate | 95.5% | 61.9%+33.5pp | 78.2%+17.3pp | 67.2%+28.2pp |
| Annual return | 18.45% | 268.72%-250.3pp | 64.74%-46.3pp | 1366.03%-1347.6pp |
| Employer contribution / active EE | $1,818 | $2,269-19.9% | $4,674-61.1% | $2,624-30.7% |
| Participant deferral / active EE | $0 | $2,838-100.0% | $5,628-100.0% | $4,347-100.0% |
| Admin fee / account holder | $0 | $1,743-100.0% | $15,916-100.0% | $1,944-100.0% |