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Participant contribution per participant is in the bottom quintile of the peer cohort.
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,366 | $67,602-69.9% | $82,312-75.3% | $70,126-71.0% |
| Participation rate | 83.6% | 72.8%+10.8pp | 76.9%+6.7pp | 69.5%+14.1pp |
| Annual return | 13.72% | 21.57%-7.8pp | 25.88%-12.2pp | 73.15%-59.4pp |
| Employer contribution / active EE | $823 | $1,755-53.1% | $2,428-66.1% | $2,343-64.9% |
| Participant deferral / active EE | $1,032 | $2,987-65.5% | $3,706-72.2% | $3,332-69.0% |
| Admin fee / account holder | $1 | $4,512-100.0% | $5,608-100.0% | $4,645-100.0% |