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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 | $6,769 | $48,053-85.9% | $84,637-92.0% | $72,976-90.7% |
| Participation rate | 96.6% | 57.6%+39.0pp | 68.2%+28.4pp | 69.5%+27.1pp |
| Annual return | 22.23% | 37.39%-15.2pp | 258.82%-236.6pp | 81.02%-58.8pp |
| Employer contribution / active EE | $2,437 | $1,602+52.1% | $2,653-8.2% | $2,440-0.1% |
| Participant deferral / active EE | $1,533 | $2,681-42.8% | $3,900-60.7% | $3,608-57.5% |
| Admin fee / account holder | $237 | $3,395-93.0% | $4,914-95.2% | $5,124-95.4% |