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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 | $67,432 | $60,795+10.9% | $69,483-3.0% | $65,186+3.4% |
| Participation rate | 99.2% | 74.9%+24.3pp | 74.6%+24.6pp | 70.2%+29.0pp |
| Annual return | 4.73% | 17.46%-12.7pp | 28.99%-24.3pp | 29.39%-24.7pp |
| Employer contribution / active EE | $3,236 | $2,452+32.0% | $2,780+16.4% | $2,177+48.7% |
| Participant deferral / active EE | $3,066 | $3,162-3.0% | $3,537-13.3% | $3,514-12.7% |
| Admin fee / account holder | $0 | $314-100.0% | $3,841-100.0% | $847-100.0% |