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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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,179 | $69,383-68.0% | $101,275-78.1% | $73,497-69.8% |
| Participation rate | 100.0% | 68.4%+31.6pp | 75.8%+24.2pp | 70.7%+29.3pp |
| Annual return | 14.47% | 18.46%-4.0pp | 46.48%-32.0pp | 28.51%-14.0pp |
| Employer contribution / active EE | $1,911 | $2,628-27.3% | $3,660-47.8% | $2,270-15.8% |
| Participant deferral / active EE | $0 | $3,301-100.0% | $4,371-100.0% | $3,740-100.0% |
| Admin fee / account holder | $12 | $704-98.4% | $5,948-99.8% | $513-97.8% |