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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 | $6,802 | $52,836-87.1% | $105,738-93.6% | $64,173-89.4% |
| Participation rate | 100.0% | 66.5%+33.5pp | 76.3%+23.7pp | 69.6%+30.4pp |
| Annual return | 4.09% | 14.30%-10.2pp | 6.27%-2.2pp | 7.63%-3.5pp |
| Employer contribution / active EE | $1,573 | $1,827-13.9% | $3,268-51.9% | $2,381-33.9% |
| Participant deferral / active EE | $0 | $2,545-100.0% | $4,080-100.0% | $3,470-100.0% |
| Admin fee / account holder | $198 | $3,959-95.0% | $6,913-97.1% | $4,887-96.0% |