Filed July 13, 2026 (most recent of 2 filings on file)
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Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,495 | $94,833-74.2% | $75,717-67.6% | $86,813-71.8% |
| Participation rate | 97.2% | 79.1%+18.1pp | 74.8%+22.4pp | 72.3%+24.9pp |
| Annual return | 20.12% | 16.91%+3.2pp | 104.58%-84.5pp | 97.93%-77.8pp |
| Employer contribution / active EE | $4,467 | $2,904+53.8% | $2,743+62.9% | $2,406+85.7% |
| Participant deferral / active EE | $3,352 | $3,632-7.7% | $3,821-12.3% | $4,131-18.9% |
| Admin fee / account holder | $198 | $109+82.3% | $3,619-94.5% | $170+16.8% |