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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 | $8,019 | $65,395-87.7% | $182,540-95.6% | $72,975-89.0% |
| Participation rate | 100.0% | 65.4%+34.6pp | 78.0%+22.0pp | 69.5%+30.5pp |
| Annual return | 100.15% | 27.68%+72.5pp | 148.58%-48.4pp | 81.01%+19.1pp |
| Employer contribution / active EE | $1,612 | $1,911-15.6% | $4,076-60.4% | $2,440-33.9% |
| Participant deferral / active EE | $3,470 | $3,563-2.6% | $5,525-37.2% | $3,608-3.8% |
| Admin fee / account holder | $246 | $4,245-94.2% | $8,593-97.1% | $5,124-95.2% |