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Employer contribution per participant is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $50,876-100.0% | $253,870-100.0% | $50,876-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 10.5%-10.5pp | 15.7%-15.7pp |
| Annual return | -1.80% | -1.43%-0.4pp | -1.10%-0.7pp | -7.14%+5.3pp |
| Employer contribution / active EE | $3,575 | $13,548-73.6% | $27,248-86.9% | $14,613-75.5% |
| Participant deferral / active EE | $0 | $233-100.0% | $105-100.0% | $60-100.0% |
| Admin fee / account holder | $0 | $1,191-100.0% | $702,575-100.0% | $1,191-100.0% |