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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 | $10,872 | $91,517-88.1% | $101,271-89.3% | $73,412-85.2% |
| Participation rate | 89.3% | 73.8%+15.6pp | 75.8%+13.5pp | 72.2%+17.2pp |
| Annual return | 68.31% | 17.17%+51.1pp | 46.48%+21.8pp | 59.30%+9.0pp |
| Employer contribution / active EE | $3,038 | $2,877+5.6% | $3,660-17.0% | $2,234+36.0% |
| Participant deferral / active EE | $0 | $3,338-100.0% | $4,371-100.0% | $3,806-100.0% |
| Admin fee / account holder | $0 | $216-100.0% | $5,948-100.0% | $158-100.0% |