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Participant contribution per participant 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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,123 | $66,124-80.2% | $90,430-85.5% | $73,493-82.1% |
| Participation rate | 73.8% | 69.7%+4.2pp | 72.7%+1.1pp | 70.7%+3.1pp |
| Annual return | 10.86% | 17.65%-6.8pp | 1293.73%-1282.9pp | 28.51%-17.7pp |
| Employer contribution / active EE | $1,405 | $2,346-40.1% | $3,262-56.9% | $2,270-38.1% |
| Participant deferral / active EE | $506 | $3,039-83.3% | $3,963-87.2% | $3,740-86.5% |
| Admin fee / account holder | $12 | $396-96.9% | $5,613-99.8% | $513-97.6% |