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Employer contribution per participant 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 | $2,745 | $101,795-97.3% | $165,100-98.3% | $80,959-96.6% |
| Participation rate | 100.0% | 71.8%+28.2pp | 78.6%+21.4pp | 67.7%+32.3pp |
| Annual return | 13.22% | 16.73%-3.5pp | 70.21%-57.0pp | 35.67%-22.4pp |
| Employer contribution / active EE | $387 | $2,954-86.9% | $4,348-91.1% | $2,757-86.0% |
| Participant deferral / active EE | $0 | $4,476-100.0% | $6,035-100.0% | $4,300-100.0% |
| Admin fee / account holder | $18 | $8,221-99.8% | $12,696-99.9% | $6,925-99.7% |