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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,253 | $130,294-72.2% | $170,055-78.7% | $71,535-49.3% |
| Participation rate | 100.0% | 86.2%+13.8pp | 87.0%+13.0pp | 67.9%+32.1pp |
| Annual return | 17.51% | 20.36%-2.9pp | 53.43%-35.9pp | 28.97%-11.5pp |
| Employer contribution / active EE | $0 | $4,385-100.0% | $6,790-100.0% | $2,590-100.0% |
| Participant deferral / active EE | $0 | $6,928-100.0% | $10,410-100.0% | $4,292-100.0% |
| Admin fee / account holder | $0 | $966-100.0% | $12,828-100.0% | $1,589-100.0% |