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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 | $20,880 | $93,598-77.7% | $135,974-84.6% | $75,173-72.2% |
| Participation rate | 92.6% | 75.2%+17.4pp | 81.9%+10.7pp | 67.2%+25.4pp |
| Annual return | -45.91% | 30.89%-76.8pp | 68.30%-114.2pp | 160.72%-206.6pp |
| Employer contribution / active EE | $16,815 | $3,538+375.3% | $4,859+246.1% | $2,671+529.6% |
| Participant deferral / active EE | $0 | $6,405-100.0% | $7,760-100.0% | $4,126-100.0% |
| Admin fee / account holder | $0 | $6,978-100.0% | $10,767-100.0% | $5,651-100.0% |