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 | $7,092 | $86,791-91.8% | $115,038-93.8% | $59,188-88.0% |
| Participation rate | 100.0% | 72.8%+27.2pp | 81.4%+18.6pp | 69.4%+30.6pp |
| Annual return | 0.66% | 4.44%-3.8pp | 26.14%-25.5pp | 5.51%-4.9pp |
| Employer contribution / active EE | $2,340 | $2,950-20.7% | $4,608-49.2% | $2,098+11.5% |
| Participant deferral / active EE | $0 | $5,298-100.0% | $6,026-100.0% | $3,265-100.0% |
| Admin fee / account holder | $0 | $95-100.0% | $8,175-100.0% | $92-100.0% |