Filed August 27, 2026 (most recent of 2 filings on file)
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More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,913 | $122,239-87.8% | $184,200-91.9% | $74,546-80.0% |
| Participation rate | 100.0% | 85.5%+14.5pp | 86.8%+13.2pp | 67.2%+32.8pp |
| Annual return | 44.34% | 19.95%+24.4pp | 28.80%+15.5pp | 1366.03%-1321.7pp |
| Employer contribution / active EE | $2,679 | $4,537-41.0% | $6,424-58.3% | $2,624+2.1% |
| Participant deferral / active EE | $0 | $7,139-100.0% | $9,132-100.0% | $4,347-100.0% |
| Admin fee / account holder | $0 | $1,260-100.0% | $13,907-100.0% | $1,944-100.0% |