Filed March 10, 2026 (most recent of 2 filings on file)
Total covered: 42 employees
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $150,507 | $63,114+138.5% | $92,915+62.0% | $65,186+130.9% |
| Participation rate | 50.4% | 68.8%-18.4pp | 76.0%-25.6pp | 70.2%-19.8pp |
| Annual return | -7.63% | 28.75%-36.4pp | 109.45%-117.1pp | 29.39%-37.0pp |
| Employer contribution / active EE | $0 | $2,571-100.0% | $3,653-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $0 | $3,108-100.0% | $4,238-100.0% | $3,514-100.0% |
| Admin fee / account holder | $12 | $624-98.1% | $5,796-99.8% | $847-98.6% |