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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 | $14,374 | $165,399-91.3% | $149,745-90.4% | $158,982-91.0% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 17.37% | 348.34%-331.0pp | 276.72%-259.4pp | 302.99%-285.6pp |
| Employer contribution / active EE | $3,134 | $5,105-38.6% | $4,646-32.5% | $4,763-34.2% |
| Participant deferral / active EE | $3,134 | $7,183-56.4% | $6,843-54.2% | $5,983-47.6% |
| Admin fee / account holder | $60 | $10,811-99.4% | $9,312-99.4% | $11,252-99.5% |