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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 | $24,622 | $77,677-68.3% | $109,173-77.4% | $79,391-69.0% |
| Participation rate | 100.0% | 67.8%+32.2pp | 75.9%+24.1pp | 70.7%+29.3pp |
| Annual return | 15.09% | 23.44%-8.4pp | 25.75%-10.7pp | 116.88%-101.8pp |
| Employer contribution / active EE | $2,781 | $2,798-0.6% | $3,723-25.3% | $2,428+14.5% |
| Participant deferral / active EE | $0 | $3,517-100.0% | $4,654-100.0% | $4,046-100.0% |
| Admin fee / account holder | $13 | $732-98.3% | $6,755-99.8% | $627-98.0% |