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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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,614 | $176,838-90.0% | $146,685-88.0% | $167,518-89.5% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | -6.35% | 24.04%-30.4pp | 22.75%-29.1pp | 478.71%-485.1pp |
| Employer contribution / active EE | $3,141 | $5,161-39.1% | $4,137-24.1% | $4,838-35.1% |
| Participant deferral / active EE | $11,860 | $6,441+84.1% | $5,507+115.4% | $6,342+87.0% |
| Admin fee / account holder | $0 | $13,262-100.0% | $10,281-100.0% | $12,312-100.0% |