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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 | $12,054 | $183,539-93.4% | $155,556-92.3% | $145,897-91.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 9.90% | 61.31%-51.4pp | 64.84%-54.9pp | 552.29%-542.4pp |
| Employer contribution / active EE | $1,583 | $5,315-70.2% | $4,675-66.1% | $4,663-66.1% |
| Participant deferral / active EE | $7,946 | $6,467+22.9% | $5,631+41.1% | $6,689+18.8% |
| Admin fee / account holder | $206 | $19,275-98.9% | $15,885-98.7% | $13,390-98.5% |