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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 | $10,244 | $157,304-93.5% | $141,197-92.7% | $152,909-93.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 27.84% | 64.34%-36.5pp | 71.41%-43.6pp | 345.46%-317.6pp |
| Employer contribution / active EE | $2,894 | $5,263-45.0% | $4,736-38.9% | $4,764-39.2% |
| Participant deferral / active EE | $2,894 | $7,111-59.3% | $6,710-56.9% | $5,851-50.5% |
| Admin fee / account holder | $53 | $12,126-99.6% | $10,265-99.5% | $11,601-99.5% |