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Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $438 | $198,814-99.8% | $198,814-99.8% | $289,147-99.8% |
| Participation rate | 100.0% | 75.0%+25.0pp | 75.0%+25.0pp | 80.8%+19.2pp |
| Annual return | -16.67% | 15.34%-32.0pp | 12.03%-28.7pp | 12.61%-29.3pp |
| Employer contribution / active EE | $200 | $13,041-98.5% | $13,041-98.5% | $13,617-98.5% |
| Participant deferral / active EE | $0 | $5,545-100.0% | $5,545-100.0% | $5,372-100.0% |
| Admin fee / account holder | $75 | $10,102-99.3% | $10,102-99.3% | $23,026-99.7% |