Filed September 18, 2025
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
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 | $0 | $20,476-100.0% | $226,711-100.0% | $50,876-100.0% |
| Participation rate | 0.0% | 5.6%-5.6pp | 48.3%-48.3pp | 15.7%-15.7pp |
| Annual return | -0.03% | -2.25%+2.2pp | -1.71%+1.7pp | -7.14%+7.1pp |
| Employer contribution / active EE | $0 | $9,687-100.0% | $45,357-100.0% | $14,613-100.0% |
| Participant deferral / active EE | $0 | $67-100.0% | $175-100.0% | $60-100.0% |
| Admin fee / account holder | $0 | $160-100.0% | $7,161-100.0% | $1,191-100.0% |