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Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $7,589 | $36,767-79.4% | $81,473-90.7% | $62,293-87.8% |
| Participation rate | 74.1% | 54.4%+19.6pp | 68.0%+6.1pp | 69.5%+4.6pp |
| Annual return | 17.19% | 173.80%-156.6pp | 38.78%-21.6pp | 28.90%-11.7pp |
| Employer contribution / active EE | $403 | $1,128-64.3% | $2,568-84.3% | $2,042-80.3% |
| Participant deferral / active EE | $1,037 | $2,111-50.9% | $3,537-70.7% | $3,169-67.3% |
| Admin fee / account holder | $42 | $797-94.8% | $4,561-99.1% | $479-91.3% |