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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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $4,011 | $100,805-96.0% | $86,698-95.4% | $134,532-97.0% |
| Participation rate | 0.0% | 79.0%-79.0pp | 76.6%-76.6pp | 81.2%-81.2pp |
| Annual return | 1.34% | 29.09%-27.7pp | 35.95%-34.6pp | 418.27%-416.9pp |
| Employer contribution / active EE | $0 | $3,490-100.0% | $2,837-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $0 | $5,339-100.0% | $4,656-100.0% | $6,401-100.0% |
| Admin fee / account holder | $0 | $10,925-100.0% | $7,493-100.0% | $11,429-100.0% |