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Annual investment return is in the bottom quintile of the peer cohort.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $521,857 | $86,949+500.2% | $102,460+409.3% | $80,959+544.6% |
| Participation rate | 98.8% | 72.4%+26.4pp | 76.5%+22.2pp | 67.7%+31.1pp |
| Annual return | 6.24% | 18.89%-12.7pp | 29.47%-23.2pp | 35.67%-29.4pp |
| Employer contribution / active EE | $20,182 | $2,370+751.7% | $3,025+567.1% | $2,757+632.0% |
| Participant deferral / active EE | $0 | $4,121-100.0% | $5,056-100.0% | $4,300-100.0% |
| Admin fee / account holder | $0 | $8,048-100.0% | $9,460-100.0% | $6,925-100.0% |