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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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $6,610 | $73,848-91.0% | $143,799-95.4% | $68,486-90.3% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -6.32% | 0.91%-7.2pp | -0.04%-6.3pp | -7.85%+1.5pp |
| Employer contribution / active EE | $1,434 | $3,184-55.0% | $4,952-71.1% | $2,597-44.8% |
| Participant deferral / active EE | $0 | $3,385-100.0% | $5,638-100.0% | $4,028-100.0% |
| Admin fee / account holder | $81 | $5,755-98.6% | $14,677-99.5% | $5,404-98.5% |