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Annual investment return 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 | $35,460 | $43,075-17.7% | $74,577-52.5% | $62,881-43.6% |
| Participation rate | 100.0% | 58.1%+41.9pp | 68.1%+31.9pp | 69.3%+30.7pp |
| Annual return | 3.34% | 17.50%-14.2pp | 20.47%-17.1pp | 20.14%-16.8pp |
| Employer contribution / active EE | $2,750 | $1,498+83.6% | $2,525+8.9% | $2,281+20.6% |
| Participant deferral / active EE | $0 | $2,389-100.0% | $3,458-100.0% | $3,203-100.0% |
| Admin fee / account holder | $206 | $2,840-92.8% | $4,138-95.0% | $4,296-95.2% |