Filed March 11, 2026 (most recent of 2 filings on file)
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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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $282,865-100.0% | $2,703,652-100.0% | $282,865-100.0% |
| Participation rate | 0.0% | 12.4%-12.4pp | 7.7%-7.7pp | 12.4%-12.4pp |
| Annual return | 8.91% | 9.89%-1.0pp | 7.26%+1.6pp | 9.89%-1.0pp |
| Employer contribution / active EE | $0 | $14,313-100.0% | $34,949-100.0% | $14,313-100.0% |
| Participant deferral / active EE | $0 | $71-100.0% | $86-100.0% | $71-100.0% |
| Admin fee / account holder | $0 | $9,084-100.0% | - | $9,084-100.0% |