Filed April 22, 2025 (most recent of 4 filings on file)
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Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $0 | $38,981-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 5.3%-5.3pp | 0.0%0pp |
| Annual return | 121.25% | 13.51%+107.7pp | 11.38%+109.9pp | 13.51%+107.7pp |
| Employer contribution / active EE | $0 | $8,170-100.0% | $18,467-100.0% | $8,170-100.0% |
| Participant deferral / active EE | $0 | $488-100.0% | $71-100.0% | $488-100.0% |
| Admin fee / account holder | $0 | $0 | $786-100.0% | - |