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Annual investment return 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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,636 | $86,655-77.3% | $119,622-83.6% | $66,938-70.7% |
| Participation rate | 78.6% | 75.6%+3.0pp | 79.3%-0.7pp | 69.8%+8.8pp |
| Annual return | -18.17% | -8.00%-10.2pp | -14.98%-3.2pp | 1.58%-19.7pp |
| Employer contribution / active EE | $2,219 | $2,536-12.5% | $4,232-47.6% | $2,545-12.8% |
| Participant deferral / active EE | $4,737 | $4,358+8.7% | $5,601-15.4% | $4,238+11.8% |
| Admin fee / account holder | $5 | $755-99.4% | $10,328-100.0% | $594-99.2% |