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Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $7,972 | $52,884-84.9% | $84,753-90.6% | $55,167-85.5% |
| Participation rate | 84.7% | 67.5%+17.2pp | 76.6%+8.1pp | 69.0%+15.7pp |
| Annual return | 16.66% | 18.03%-1.4pp | 22.78%-6.1pp | 169.23%-152.6pp |
| Employer contribution / active EE | $175 | $2,233-92.2% | $3,574-95.1% | $1,963-91.1% |
| Participant deferral / active EE | $1,763 | $2,644-33.3% | $3,712-52.5% | $3,054-42.3% |
| Admin fee / account holder | $17 | $581-97.1% | $5,333-99.7% | $504-96.7% |