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 | $165,151 | $78,275+111.0% | $109,163+51.3% | $86,813+90.2% |
| Participation rate | 40.8% | 73.8%-33.0pp | 75.9%-35.0pp | 72.3%-31.5pp |
| Annual return | 3.61% | 19.14%-15.5pp | 25.75%-22.1pp | 97.93%-94.3pp |
| Employer contribution / active EE | $0 | $3,105-100.0% | $3,723-100.0% | $2,406-100.0% |
| Participant deferral / active EE | $0 | $3,641-100.0% | $4,654-100.0% | $4,131-100.0% |
| Admin fee / account holder | $10 | $198-95.2% | $6,754-99.9% | $170-94.3% |