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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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $95,099 | $46,534+104.4% | $64,097+48.4% | $75,177+26.5% |
| Participation rate | 100.0% | 65.9%+34.1pp | 72.3%+27.7pp | 67.2%+32.8pp |
| Annual return | 9.07% | 26.07%-17.0pp | 33.75%-24.7pp | 160.75%-151.7pp |
| Employer contribution / active EE | $4,188 | $1,976+112.0% | $2,750+52.3% | $2,671+56.8% |
| Participant deferral / active EE | $6,562 | $2,835+131.5% | $3,881+69.1% | $4,126+59.0% |
| Admin fee / account holder | $0 | $2,957-100.0% | $3,070-100.0% | $5,651-100.0% |