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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 | $4,955 | $62,583-92.1% | $76,767-93.5% | $64,173-92.3% |
| Participation rate | 100.0% | 72.8%+27.2pp | 77.0%+23.0pp | 69.6%+30.4pp |
| Annual return | 0.12% | -1.95%+2.1pp | 2.43%-2.3pp | 7.63%-7.5pp |
| Employer contribution / active EE | $1,075 | $1,832-41.3% | $2,485-56.7% | $2,381-54.8% |
| Participant deferral / active EE | $0 | $3,145-100.0% | $3,852-100.0% | $3,470-100.0% |
| Admin fee / account holder | $1 | $4,667-100.0% | $6,675-100.0% | $4,887-100.0% |