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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 | $55,437+63.7% | $155,534-41.6% | $74,459+21.9% |
| Participation rate | 95.5% | 61.9%+33.6pp | 78.2%+17.2pp | 67.2%+28.2pp |
| Annual return | 18.45% | 269.58%-251.1pp | 64.92%-46.5pp | 1369.70%-1351.3pp |
| Employer contribution / active EE | $1,818 | $2,266-19.8% | $4,675-61.1% | $2,626-30.8% |
| Participant deferral / active EE | $0 | $2,837-100.0% | $5,630-100.0% | $4,350-100.0% |
| Admin fee / account holder | $0 | $1,742-100.0% | $15,900-100.0% | $1,945-100.0% |