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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,769 | $43,344+26.4% | $59,899-8.6% | $64,173-14.7% |
| Participation rate | 100.0% | 69.2%+30.8pp | 74.7%+25.3pp | 69.6%+30.4pp |
| Annual return | 111.31% | -1.55%+112.9pp | 3.46%+107.9pp | 7.63%+103.7pp |
| Employer contribution / active EE | $1,558 | $2,030-23.2% | $2,723-42.8% | $2,381-34.6% |
| Participant deferral / active EE | $1,284 | $2,547-49.6% | $3,402-62.3% | $3,470-63.0% |
| Admin fee / account holder | $0 | $3,008-100.0% | $3,592-100.0% | $4,887-100.0% |