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Participant contribution per participant 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 | $23,753 | $57,976-59.0% | $63,018-62.3% | $62,293-61.9% |
| Participation rate | 98.3% | 75.9%+22.3pp | 74.8%+23.5pp | 69.5%+28.8pp |
| Annual return | 12.34% | 17.54%-5.2pp | 87.62%-75.3pp | 28.90%-16.6pp |
| Employer contribution / active EE | $1,533 | $2,415-36.5% | $2,761-44.5% | $2,042-24.9% |
| Participant deferral / active EE | $1,080 | $2,956-63.5% | $3,330-67.6% | $3,169-65.9% |
| Admin fee / account holder | $0 | $276-100.0% | $3,601-100.0% | $479-100.0% |