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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 | $75,058-74.3% | $152,301-87.3% | $64,340-70.0% |
| Participation rate | 95.0% | 60.9%+34.1pp | 82.4%+12.6pp | 55.2%+39.8pp |
| Annual return | -34.15% | 29.93%-64.1pp | 80.50%-114.7pp | 24.14%-58.3pp |
| Employer contribution / active EE | $8,258 | $2,605+217.0% | $4,624+78.6% | $1,862+343.6% |
| Participant deferral / active EE | $0 | $5,041-100.0% | $8,004-100.0% | $2,980-100.0% |
| Admin fee / account holder | $0 | $4,050-100.0% | $14,398-100.0% | $3,703-100.0% |