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Annual investment return is in the bottom quintile of the peer cohort.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $401,820 | $48,053+736.2% | $84,637+374.8% | $72,976+450.6% |
| Participation rate | 92.6% | 57.6%+35.0pp | 68.2%+24.3pp | 69.5%+23.1pp |
| Annual return | 12.56% | 37.39%-24.8pp | 258.82%-246.3pp | 81.02%-68.5pp |
| Employer contribution / active EE | $4,982 | $1,602+211.0% | $2,653+87.8% | $2,440+104.2% |
| Participant deferral / active EE | $0 | $2,681-100.0% | $3,900-100.0% | $3,608-100.0% |
| Admin fee / account holder | $0 | $3,395-100.0% | $4,914-100.0% | $5,124-100.0% |