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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 | $6,703 | $65,437-89.8% | $86,698-92.3% | $66,949-90.0% |
| Participation rate | 92.5% | 75.5%+17.1pp | 76.6%+15.9pp | 69.8%+22.7pp |
| Annual return | -11.55% | -10.91%-0.6pp | 35.96%-47.5pp | 1.57%-13.1pp |
| Employer contribution / active EE | $2,308 | $2,154+7.2% | $2,837-18.7% | $2,545-9.3% |
| Participant deferral / active EE | $2,443 | $4,102-40.4% | $4,656-47.5% | $4,239-42.4% |
| Admin fee / account holder | $0 | $642-100.0% | $7,492-100.0% | $594-100.0% |