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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 | $8,790 | $57,976-84.8% | $63,003-86.0% | $62,293-85.9% |
| Participation rate | 90.3% | 75.9%+14.3pp | 74.8%+15.5pp | 69.5%+20.7pp |
| Annual return | 16.82% | 17.54%-0.7pp | 87.59%-70.8pp | 28.90%-12.1pp |
| Employer contribution / active EE | $1,131 | $2,415-53.2% | $2,760-59.0% | $2,042-44.6% |
| Participant deferral / active EE | $2,357 | $2,956-20.3% | $3,329-29.2% | $3,169-25.6% |
| Admin fee / account holder | $212 | $276-23.0% | $3,600-94.1% | $479-55.7% |