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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 | $19,792 | $82,188-75.9% | $125,391-84.2% | $64,824-69.5% |
| Participation rate | 87.8% | 77.9%+9.9pp | 82.4%+5.4pp | 71.5%+16.3pp |
| Annual return | 12.58% | 3.50%+9.1pp | 572.41%-559.8pp | 32.84%-20.3pp |
| Employer contribution / active EE | $9,603 | $3,617+165.5% | $4,816+99.4% | $2,507+283.0% |
| Participant deferral / active EE | $0 | $7,177-100.0% | $7,448-100.0% | $4,311-100.0% |
| Admin fee / account holder | $0 | $163-100.0% | $10,009-100.0% | $188-100.0% |