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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 | $87,154 | $86,341+0.9% | $125,192-30.4% | $65,185+33.7% |
| Participation rate | 78.6% | 75.3%+3.3pp | 79.8%-1.2pp | 70.2%+8.4pp |
| Annual return | 19.20% | 27.44%-8.2pp | 43.79%-24.6pp | 29.38%-10.2pp |
| Employer contribution / active EE | $893 | $2,040-56.2% | $3,866-76.9% | $2,177-59.0% |
| Participant deferral / active EE | $3,654 | $3,538+3.3% | $4,937-26.0% | $3,514+4.0% |
| Admin fee / account holder | $246 | $609-59.7% | $9,704-97.5% | $847-71.0% |