Filed February 11, 2019
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
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 | $0 | $360,335-100.0% | $476,019-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 5.3%-5.3pp | - |
| Annual return | -0.02% | 25.06%-25.1pp | 4.36%-4.4pp | - |
| Employer contribution / active EE | $0 | $22,783-100.0% | $27,383-100.0% | - |
| Participant deferral / active EE | $0 | $0 | $75-100.0% | - |
| Admin fee / account holder | $0 | $10,090-100.0% | $14,020-100.0% | - |