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Participant contribution per participant 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 | $8,563 | $46,599-81.6% | $64,101-86.6% | $75,173-88.6% |
| Participation rate | 100.0% | 65.9%+34.1pp | 72.3%+27.7pp | 67.2%+32.8pp |
| Annual return | 12.25% | 26.06%-13.8pp | 33.72%-21.5pp | 160.72%-148.5pp |
| Employer contribution / active EE | $602 | $1,975-69.5% | $2,749-78.1% | $2,671-77.4% |
| Participant deferral / active EE | $737 | $2,837-74.0% | $3,881-81.0% | $4,126-82.1% |
| Admin fee / account holder | $1 | $2,956-100.0% | $3,070-100.0% | $5,651-100.0% |