Filed September 9, 2025
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More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,768 | $65,125-40.5% | $143,797-73.0% | $66,949-42.1% |
| Participation rate | 74.3% | 65.2%+9.1pp | 80.3%-6.0pp | 69.8%+4.5pp |
| Annual return | -7.09% | -11.13%+4.0pp | -0.04%-7.1pp | 1.57%-8.7pp |
| Employer contribution / active EE | $0 | $2,362-100.0% | $4,952-100.0% | $2,545-100.0% |
| Participant deferral / active EE | $4,300 | $2,920+47.3% | $5,638-23.7% | $4,239+1.4% |
| Admin fee / account holder | $20 | $503-96.0% | $14,679-99.9% | $594-96.6% |