Filed October 10, 2025 (most recent of 2 filings on file)
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Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $19,383 | $109,359-82.3% | $162,177-88.0% | $72,975-73.4% |
| Participation rate | 89.6% | 84.3%+5.4pp | 87.6%+2.1pp | 69.5%+20.1pp |
| Annual return | 21.72% | 25.46%-3.7pp | 115.60%-93.9pp | 81.01%-59.3pp |
| Employer contribution / active EE | $173 | $3,907-95.6% | $5,613-96.9% | $2,440-92.9% |
| Participant deferral / active EE | $4,492 | $5,481-18.0% | $7,297-38.4% | $3,608+24.5% |
| Admin fee / account holder | $28 | $7,972-99.6% | $10,843-99.7% | $5,124-99.4% |