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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 | $27,066 | $59,535-54.5% | $90,161-70.0% | $62,293-56.6% |
| Participation rate | 98.7% | 73.0%+25.7pp | 76.9%+21.9pp | 69.5%+29.2pp |
| Annual return | 11.31% | 23.53%-12.2pp | 34.89%-23.6pp | 28.90%-17.6pp |
| Employer contribution / active EE | $2,201 | $1,826+20.6% | $3,318-33.7% | $2,042+7.8% |
| Participant deferral / active EE | $0 | $4,639-100.0% | $5,287-100.0% | $3,169-100.0% |
| Admin fee / account holder | $103 | $337-69.5% | $5,943-98.3% | $479-78.6% |