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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 | $94,436-36.8% | $115,599-48.4% | $82,637-27.8% |
| Participation rate | 90.2% | 70.4%+19.8pp | 74.3%+16.0pp | 68.1%+22.2pp |
| Annual return | 9.85% | 18.37%-8.5pp | 111.10%-101.2pp | 53.51%-43.7pp |
| Employer contribution / active EE | $4,451 | $2,324+91.6% | $2,955+50.6% | $2,552+74.4% |
| Participant deferral / active EE | $0 | $3,955-100.0% | $4,889-100.0% | $4,126-100.0% |
| Admin fee / account holder | $0 | $10,328-100.0% | $12,841-100.0% | $7,339-100.0% |