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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 | $77,546 | $106,164-27.0% | $147,041-47.3% | $77,692-0.2% |
| Participation rate | 100.0% | 78.4%+21.6pp | 82.2%+17.8pp | 70.6%+29.4pp |
| Annual return | 12.38% | 56.81%-44.4pp | 419.21%-406.8pp | 31.25%-18.9pp |
| Employer contribution / active EE | $1,690 | $4,066-58.4% | $4,935-65.8% | $2,726-38.0% |
| Participant deferral / active EE | $0 | $7,993-100.0% | $8,071-100.0% | $4,648-100.0% |
| Admin fee / account holder | $0 | $338-100.0% | $13,006-100.0% | $431-100.0% |