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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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,160 | $51,466-78.3% | $78,778-85.8% | $62,293-82.1% |
| Participation rate | 100.0% | 59.8%+40.2pp | 69.2%+30.8pp | 69.5%+30.5pp |
| Annual return | -18.34% | 19.96%-38.3pp | 35.62%-54.0pp | 28.90%-47.2pp |
| Employer contribution / active EE | $637 | $827-23.0% | $1,986-67.9% | $2,042-68.8% |
| Participant deferral / active EE | $0 | $2,147-100.0% | $2,958-100.0% | $3,169-100.0% |
| Admin fee / account holder | $0 | $489-100.0% | $5,134-100.0% | $479-100.0% |