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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 | $62,086-88.2% | $90,259-91.9% | $64,340-88.6% |
| Participation rate | 85.2% | 53.9%+31.3pp | 70.7%+14.4pp | 55.2%+29.9pp |
| Annual return | 89.61% | 16.73%+72.9pp | 18.88%+70.7pp | 24.14%+65.5pp |
| Employer contribution / active EE | $1,129 | $1,883-40.0% | $2,291-50.7% | $1,862-39.3% |
| Participant deferral / active EE | $1,515 | $2,557-40.8% | $3,827-60.4% | $2,980-49.2% |
| Admin fee / account holder | $285 | $3,317-91.4% | $7,267-96.1% | $3,703-92.3% |