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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 | $25,588 | $85,713-70.1% | $86,698-70.5% | - |
| Participation rate | 0.0% | 72.2%-72.2pp | 76.6%-76.6pp | - |
| Annual return | 0.00% | -20.12%+20.1pp | 35.96%-36.0pp | - |
| Employer contribution / active EE | $0 | $1,789-100.0% | $2,837-100.0% | - |
| Participant deferral / active EE | $0 | $3,318-100.0% | $4,656-100.0% | - |
| Admin fee / account holder | $0 | $28,935-100.0% | $7,492-100.0% | - |