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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 | $86,919+500.4% | $102,457+409.3% | $80,911+545.0% |
| Participation rate | 98.8% | 72.4%+26.4pp | 76.5%+22.3pp | 67.6%+31.1pp |
| Annual return | 6.24% | 18.90%-12.7pp | 29.41%-23.2pp | 35.63%-29.4pp |
| Employer contribution / active EE | $20,182 | $2,368+752.2% | $3,022+567.8% | $2,756+632.3% |
| Participant deferral / active EE | $0 | $4,119-100.0% | $5,054-100.0% | $4,297-100.0% |
| Admin fee / account holder | $0 | $8,049-100.0% | $9,451-100.0% | $6,935-100.0% |