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Participant contribution per participant is in the bottom quintile of the peer cohort.
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,071 | $80,753-81.3% | $136,298-88.9% | $62,293-75.8% |
| Participation rate | 100.0% | 73.5%+26.5pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 24.08% | 35.83%-11.8pp | 5156.27%-5132.2pp | 28.90%-4.8pp |
| Employer contribution / active EE | $4,716 | $2,884+63.5% | $4,696+0.4% | $2,042+130.9% |
| Participant deferral / active EE | $2,137 | $5,164-58.6% | $6,247-65.8% | $3,169-32.6% |
| Admin fee / account holder | $68 | $525-87.1% | $9,244-99.3% | $479-85.9% |