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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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,126 | $138,393-87.6% | $184,256-90.7% | $80,959-78.8% |
| Participation rate | 100.0% | 83.9%+16.1pp | 86.8%+13.2pp | 67.7%+32.3pp |
| Annual return | 11.66% | 20.01%-8.3pp | 28.85%-17.2pp | 35.67%-24.0pp |
| Employer contribution / active EE | $3,728 | $4,847-23.1% | $6,427-42.0% | $2,757+35.2% |
| Participant deferral / active EE | $0 | $7,076-100.0% | $9,133-100.0% | $4,300-100.0% |
| Admin fee / account holder | $4 | $10,489-100.0% | $13,899-100.0% | $6,925-99.9% |