Filed December 3, 2025
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Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $341,629 | $80,781+322.9% | $102,437+233.5% | $74,478+358.7% |
| Participation rate | 97.7% | 65.7%+32.0pp | 74.5%+23.2pp | 67.2%+30.5pp |
| Annual return | 9.62% | 27.58%-18.0pp | 24.95%-15.3pp | 1370.56%-1360.9pp |
| Employer contribution / active EE | $11,791 | $3,160+273.1% | $3,871+204.6% | $2,626+348.9% |
| Participant deferral / active EE | $0 | $3,862-100.0% | $5,060-100.0% | $4,350-100.0% |
| Admin fee / account holder | $0 | $2,372-100.0% | $8,388-100.0% | $1,946-100.0% |