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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 | $86,938+500.3% | $102,423+409.5% | $80,925+544.9% |
| Participation rate | 98.8% | 72.4%+26.4pp | 76.5%+22.2pp | 67.7%+31.1pp |
| Annual return | 6.24% | 18.89%-12.6pp | 29.42%-23.2pp | 35.65%-29.4pp |
| Employer contribution / active EE | $20,182 | $2,369+751.8% | $3,023+567.6% | $2,756+632.2% |
| Participant deferral / active EE | $0 | $4,120-100.0% | $5,054-100.0% | $4,299-100.0% |
| Admin fee / account holder | $0 | $8,053-100.0% | $9,455-100.0% | $6,940-100.0% |