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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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,277 | $130,294-84.4% | $170,057-88.1% | $71,529-71.7% |
| Participation rate | 100.0% | 86.2%+13.8pp | 87.0%+13.0pp | 67.9%+32.1pp |
| Annual return | 30.69% | 20.36%+10.3pp | 53.42%-22.7pp | 28.97%+1.7pp |
| Employer contribution / active EE | $1,796 | $4,385-59.0% | $6,790-73.5% | $2,590-30.6% |
| Participant deferral / active EE | $0 | $6,928-100.0% | $10,411-100.0% | $4,291-100.0% |
| Admin fee / account holder | $0 | $966-100.0% | $12,826-100.0% | $1,588-100.0% |