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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 | $17,607 | $66,813-73.6% | $100,528-82.5% | $73,493-76.0% |
| Participation rate | 100.0% | 77.5%+22.5pp | 79.4%+20.6pp | 70.7%+29.3pp |
| Annual return | 27.84% | 25.70%+2.1pp | 30.90%-3.1pp | 28.51%-0.7pp |
| Employer contribution / active EE | $2,448 | $2,147+14.0% | $3,419-28.4% | $2,270+7.8% |
| Participant deferral / active EE | $4,545 | $5,883-22.7% | $6,271-27.5% | $3,740+21.5% |
| Admin fee / account holder | $271 | $512-47.1% | $8,084-96.7% | $513-47.2% |