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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 | $20,982 | $64,176-67.3% | $112,249-81.3% | $66,938-68.7% |
| Participation rate | 77.0% | 68.4%+8.6pp | 75.1%+1.9pp | 69.8%+7.2pp |
| Annual return | -15.20% | -13.80%-1.4pp | 27.48%-42.7pp | 1.58%-16.8pp |
| Employer contribution / active EE | $1,725 | $3,007-42.6% | $3,636-52.5% | $2,545-32.2% |
| Participant deferral / active EE | $2,415 | $3,694-34.6% | $4,729-48.9% | $4,238-43.0% |
| Admin fee / account holder | $7 | $626-98.9% | $6,412-99.9% | $594-98.8% |