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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 | $4,950 | $47,922-89.7% | $75,901-93.5% | $65,185-92.4% |
| Participation rate | 81.4% | 63.0%+18.4pp | 69.3%+12.1pp | 70.2%+11.2pp |
| Annual return | 33.45% | 24.12%+9.3pp | 30.76%+2.7pp | 29.38%+4.1pp |
| Employer contribution / active EE | $1,045 | $1,557-32.9% | $2,501-58.2% | $2,177-52.0% |
| Participant deferral / active EE | $2,094 | $2,550-17.9% | $3,603-41.9% | $3,514-40.4% |
| Admin fee / account holder | $95 | $532-82.2% | $5,420-98.3% | $847-88.8% |