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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 | $5,684 | $58,057-90.2% | $97,032-94.1% | $86,983-93.5% |
| Participation rate | 95.6% | 60.4%+35.2pp | 71.6%+24.0pp | 69.5%+26.0pp |
| Annual return | 19.73% | 22.26%-2.5pp | 35.38%-15.6pp | 25.83%-6.1pp |
| Employer contribution / active EE | $543 | $1,663-67.3% | $2,629-79.3% | $2,584-79.0% |
| Participant deferral / active EE | $1,299 | $3,244-59.9% | $4,672-72.2% | $4,194-69.0% |
| Admin fee / account holder | $154 | $4,839-96.8% | $9,418-98.4% | $7,856-98.0% |