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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 | $20,323 | $76,551-73.5% | $123,894-83.6% | $62,881-67.7% |
| Participation rate | 97.4% | 73.0%+24.4pp | 81.4%+16.0pp | 69.3%+28.1pp |
| Annual return | 10.58% | 18.68%-8.1pp | 47.52%-36.9pp | 20.14%-9.6pp |
| Employer contribution / active EE | $2,251 | $2,882-21.9% | $4,617-51.3% | $2,281-1.3% |
| Participant deferral / active EE | $0 | $4,840-100.0% | $5,984-100.0% | $3,203-100.0% |
| Admin fee / account holder | $0 | $4,826-100.0% | $8,357-100.0% | $4,296-100.0% |