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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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,417 | $174,875-95.2% | $125,381-93.3% | - |
| Participation rate | 0.0% | 70.4%-70.4pp | 82.4%-82.4pp | - |
| Annual return | -1.87% | -12.92%+11.0pp | 572.31%-574.2pp | - |
| Employer contribution / active EE | $0 | $3,570-100.0% | $4,815-100.0% | - |
| Participant deferral / active EE | $0 | $6,354-100.0% | $7,448-100.0% | - |
| Admin fee / account holder | $161 | $56,366-99.7% | $10,007-98.4% | - |