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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 | $88,360-78.2% | $145,433-86.7% | $67,986-71.6% |
| Participation rate | 95.0% | 65.5%+29.6pp | 82.1%+12.9pp | 57.2%+37.8pp |
| Annual return | -34.15% | 63.15%-97.3pp | 66.58%-100.7pp | 31.67%-65.8pp |
| Employer contribution / active EE | $8,258 | $3,054+170.4% | $4,554+81.3% | $2,019+309.1% |
| Participant deferral / active EE | $0 | $5,932-100.0% | $7,897-100.0% | $3,358-100.0% |
| Admin fee / account holder | $0 | $3,313-100.0% | $13,129-100.0% | $3,203-100.0% |