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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 | $44,703 | $65,557-31.8% | $105,738-57.7% | $56,287-20.6% |
| Participation rate | 92.2% | 63.4%+28.8pp | 76.3%+15.9pp | 69.9%+22.4pp |
| Annual return | 1.82% | -1.32%+3.1pp | 6.27%-4.5pp | -9.96%+11.8pp |
| Employer contribution / active EE | $2,043 | $1,788+14.3% | $3,268-37.5% | $2,111-3.2% |
| Participant deferral / active EE | $0 | $2,418-100.0% | $4,080-100.0% | $3,350-100.0% |
| Admin fee / account holder | $11 | $561-98.0% | $6,913-99.8% | $521-97.8% |