Filed September 9, 2025 (most recent of 4 filings on file)
Total covered: 652 employees
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Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $24,796 | $81,537-69.6% | $149,721-83.4% | $69,634-64.4% |
| Participation rate | 100.0% | 86.1%+13.9pp | 87.1%+12.9pp | 70.7%+29.3pp |
| Annual return | 16.24% | 22.79%-6.6pp | 1501.67%-1485.4pp | 27572.26%-27556.0pp |
| Employer contribution / active EE | $0 | $3,239-100.0% | $5,444-100.0% | $2,032-100.0% |
| Participant deferral / active EE | $0 | $4,994-100.0% | $6,568-100.0% | $3,224-100.0% |
| Admin fee / account holder | $0 | $107-100.0% | $11,282-100.0% | $110-100.0% |