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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 | $27,440 | $95,438-71.2% | $135,982-79.8% | $74,473-63.2% |
| Participation rate | 99.6% | 78.2%+21.4pp | 81.9%+17.7pp | 70.7%+28.9pp |
| Annual return | -11.08% | 32.61%-43.7pp | 68.32%-79.4pp | 34.36%-45.4pp |
| Employer contribution / active EE | $3,859 | $3,878-0.5% | $4,859-20.6% | $2,638+46.3% |
| Participant deferral / active EE | $0 | $7,790-100.0% | $7,760-100.0% | $4,530-100.0% |
| Admin fee / account holder | $0 | $259-100.0% | $10,767-100.0% | $347-100.0% |