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Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $19,306 | $90,107-78.6% | $182,262-89.4% | $69,733-72.3% |
| Participation rate | 95.0% | 64.8%+30.2pp | 84.2%+10.8pp | 62.5%+32.6pp |
| Annual return | -34.15% | 95.58%-129.7pp | 140.60%-174.7pp | 15.22%-49.4pp |
| Employer contribution / active EE | $8,258 | $3,043+171.4% | $5,046+63.7% | $2,250+267.0% |
| Participant deferral / active EE | $0 | $5,135-100.0% | $8,276-100.0% | $3,054-100.0% |
| Admin fee / account holder | $0 | $3,377-100.0% | $16,712-100.0% | $3,102-100.0% |