Filed April 29, 2025 (most recent of 4 filings on file)
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Participant contribution per participant is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $28,798 | $33,232-13.3% | $71,796-59.9% | $63,975-55.0% |
| Participation rate | 94.5% | 60.1%+34.4pp | 69.1%+25.4pp | 71.1%+23.3pp |
| Annual return | 7.80% | 11.99%-4.2pp | 78.04%-70.2pp | 48.65%-40.9pp |
| Employer contribution / active EE | $284 | $723-60.8% | $1,924-85.3% | $2,182-87.0% |
| Participant deferral / active EE | $0 | $1,604-100.0% | $2,794-100.0% | $3,356-100.0% |
| Admin fee / account holder | $0 | $63-100.0% | $4,815-100.0% | $70-100.0% |