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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 | $19,897 | $89,367-77.7% | $141,191-85.9% | $72,975-72.7% |
| Participation rate | 98.6% | 75.1%+23.5pp | 82.5%+16.1pp | 69.5%+29.1pp |
| Annual return | 0.20% | 111.87%-111.7pp | 71.41%-71.2pp | 81.01%-80.8pp |
| Employer contribution / active EE | $4,576 | $3,115+46.9% | $4,736-3.4% | $2,440+87.6% |
| Participant deferral / active EE | $0 | $5,419-100.0% | $6,710-100.0% | $3,608-100.0% |
| Admin fee / account holder | $7 | $5,957-99.9% | $10,264-99.9% | $5,124-99.9% |