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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.
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 | $34,930 | $81,474-57.1% | $133,971-73.9% | $73,493-52.5% |
| Participation rate | 98.3% | 76.4%+22.0pp | 79.8%+18.5pp | 70.7%+27.6pp |
| Annual return | 24.80% | 19.40%+5.4pp | 45.09%-20.3pp | 28.51%-3.7pp |
| Employer contribution / active EE | $4,638 | $2,209+109.9% | $3,919+18.3% | $2,270+104.3% |
| Participant deferral / active EE | $2,236 | $3,786-41.0% | $5,047-55.7% | $3,740-40.2% |
| Admin fee / account holder | $75 | $713-89.5% | $8,929-99.2% | $513-85.4% |