Filed August 7, 2025
Total covered: 2 employees
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Annual investment return 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.
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 | $40,367 | $52,467-23.1% | $57,196-29.4% | $55,167-26.8% |
| Participation rate | 94.0% | 75.8%+18.2pp | 75.3%+18.7pp | 69.0%+25.0pp |
| Annual return | 0.15% | 7.72%-7.6pp | 14.59%-14.4pp | 169.23%-169.1pp |
| Employer contribution / active EE | $2,250 | $2,477-9.2% | $2,683-16.1% | $1,963+14.7% |
| Participant deferral / active EE | $4,278 | $2,830+51.2% | $3,096+38.2% | $3,054+40.1% |
| Admin fee / account holder | $0 | $269-100.0% | $3,141-100.0% | $504-100.0% |