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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 | $59,672 | $97,648-38.9% | $121,663-51.0% | $87,485-31.8% |
| Participation rate | 90.2% | 70.5%+19.8pp | 74.5%+15.8pp | 68.9%+21.3pp |
| Annual return | 9.85% | 18.03%-8.2pp | 147.54%-137.7pp | 26.06%-16.2pp |
| Employer contribution / active EE | $4,451 | $2,300+93.5% | $3,020+47.4% | $2,596+71.5% |
| Participant deferral / active EE | $0 | $3,923-100.0% | $4,887-100.0% | $4,274-100.0% |
| Admin fee / account holder | $0 | $11,100-100.0% | $14,289-100.0% | $7,775-100.0% |