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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 | $123,149 | $75,058+64.1% | $152,301-19.1% | $64,340+91.4% |
| Participation rate | 100.0% | 60.9%+39.1pp | 82.4%+17.6pp | 55.2%+44.8pp |
| Annual return | 7.59% | 29.93%-22.3pp | 80.50%-72.9pp | 24.14%-16.6pp |
| Employer contribution / active EE | $1,683 | $2,605-35.4% | $4,624-63.6% | $1,862-9.6% |
| Participant deferral / active EE | $0 | $5,041-100.0% | $8,004-100.0% | $2,980-100.0% |
| Admin fee / account holder | $78 | $4,050-98.1% | $14,398-99.5% | $3,703-97.9% |