Filed October 13, 2025 (most recent of 2 filings on file)
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Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $28,245 | $74,089-61.9% | $133,975-78.9% | $55,167-48.8% |
| Participation rate | 86.5% | 84.3%+2.2pp | 87.1%-0.6pp | 69.0%+17.5pp |
| Annual return | 21.52% | 12.11%+9.4pp | 29.29%-7.8pp | 169.23%-147.7pp |
| Employer contribution / active EE | $3,336 | $3,064+8.9% | $5,211-36.0% | $1,963+70.0% |
| Participant deferral / active EE | $3,675 | $4,678-21.4% | $6,282-41.5% | $3,054+20.3% |
| Admin fee / account holder | $22 | $458-95.2% | $9,324-99.8% | $504-95.6% |