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Employer 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 | $12,767 | $80,753-84.2% | $136,298-90.6% | $62,293-79.5% |
| Participation rate | 80.5% | 73.5%+7.0pp | 81.9%-1.4pp | 69.5%+11.0pp |
| Annual return | 36.39% | 35.83%+0.6pp | 5156.27%-5119.9pp | 28.90%+7.5pp |
| Employer contribution / active EE | $0 | $2,884-100.0% | $4,696-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $4,468 | $5,164-13.5% | $6,247-28.5% | $3,169+41.0% |
| Admin fee / account holder | $7 | $525-98.7% | $9,244-99.9% | $479-98.6% |