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Annual investment return 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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,872 | $138,075-91.4% | $123,552-90.4% | $135,379-91.2% |
| Participation rate | 85.7% | 84.7%+1.0pp | 82.3%+3.4pp | 82.6%+3.1pp |
| Annual return | -17.66% | 153.70%-171.4pp | 119.20%-136.9pp | 519.79%-537.4pp |
| Employer contribution / active EE | $4,300 | $5,152-16.5% | $4,628-7.1% | $4,779-10.0% |
| Participant deferral / active EE | $4,318 | $6,800-36.5% | $6,426-32.8% | $5,609-23.0% |
| Admin fee / account holder | $50 | $10,917-99.5% | $9,285-99.5% | $10,828-99.5% |