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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 | $76,642+60.7% | $146,866-16.1% | $65,306+88.6% |
| Participation rate | 100.0% | 61.2%+38.8pp | 82.5%+17.5pp | 57.7%+42.3pp |
| Annual return | 7.59% | 33.40%-25.8pp | 102.85%-95.3pp | 21.94%-14.3pp |
| Employer contribution / active EE | $1,683 | $2,621-35.8% | $4,425-62.0% | $1,967-14.4% |
| Participant deferral / active EE | $0 | $4,864-100.0% | $7,759-100.0% | $2,959-100.0% |
| Admin fee / account holder | $78 | $3,960-98.0% | $13,620-99.4% | $3,480-97.8% |