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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 | $80,162 | $100,801-20.5% | $149,745-46.5% | $73,412+9.2% |
| Participation rate | 99.7% | 77.7%+22.1pp | 82.5%+17.3pp | 72.2%+27.6pp |
| Annual return | 5.63% | 265.34%-259.7pp | 276.72%-271.1pp | 59.30%-53.7pp |
| Employer contribution / active EE | $4,470 | $3,312+35.0% | $4,646-3.8% | $2,234+100.1% |
| Participant deferral / active EE | $0 | $6,404-100.0% | $6,843-100.0% | $3,806-100.0% |
| Admin fee / account holder | $0 | $181-100.0% | $9,312-100.0% | $158-100.0% |