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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 | $72,476 | $95,417-24.0% | $135,974-46.7% | $74,460-2.7% |
| Participation rate | 99.7% | 78.2%+21.5pp | 81.9%+17.8pp | 70.7%+29.0pp |
| Annual return | 1.46% | 32.76%-31.3pp | 68.30%-66.8pp | 34.38%-32.9pp |
| Employer contribution / active EE | $1,707 | $3,878-56.0% | $4,859-64.9% | $2,638-35.3% |
| Participant deferral / active EE | $0 | $7,789-100.0% | $7,760-100.0% | $4,530-100.0% |
| Admin fee / account holder | $0 | $266-100.0% | $10,767-100.0% | $348-100.0% |