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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 | $7,332 | $71,106-89.7% | $121,871-94.0% | $69,733-89.5% |
| Participation rate | 85.2% | 62.8%+22.4pp | 73.2%+12.0pp | 62.5%+22.7pp |
| Annual return | 89.61% | 15.43%+74.2pp | 13.57%+76.0pp | 15.22%+74.4pp |
| Employer contribution / active EE | $1,129 | $2,556-55.8% | $2,731-58.6% | $2,250-49.8% |
| Participant deferral / active EE | $1,515 | $2,765-45.2% | $4,318-64.9% | $3,054-50.4% |
| Admin fee / account holder | $285 | $2,128-86.6% | $11,551-97.5% | $3,102-90.8% |