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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 | $38,072 | $70,475-46.0% | $100,530-62.1% | $79,858-52.3% |
| Participation rate | 98.7% | 73.7%+25.0pp | 79.4%+19.3pp | 69.6%+29.1pp |
| Annual return | 17.23% | 21.90%-4.7pp | 30.89%-13.7pp | 31.72%-14.5pp |
| Employer contribution / active EE | $0 | $2,165-100.0% | $3,418-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $6,360 | $5,181+22.8% | $6,271+1.4% | $3,740+70.1% |
| Admin fee / account holder | $202 | $4,478-95.5% | $8,083-97.5% | $5,306-96.2% |