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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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $2,516 | $45,872-94.5% | $77,100-96.7% | $68,490-96.3% |
| Participation rate | 100.0% | 55.9%+44.1pp | 67.9%+32.1pp | 67.9%+32.1pp |
| Annual return | -10.16% | 1.73%-11.9pp | 42.35%-52.5pp | -7.85%-2.3pp |
| Employer contribution / active EE | $1,167 | $1,650-29.2% | $2,815-58.5% | $2,597-55.0% |
| Participant deferral / active EE | $0 | $2,963-100.0% | $4,430-100.0% | $4,028-100.0% |
| Admin fee / account holder | $222 | $3,041-92.7% | $5,443-95.9% | $5,403-95.9% |