Filed June 17, 2025
Total covered: 2 employees
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Annual investment return is in the bottom quintile of the peer cohort.
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 | $4,882 | $56,640-91.4% | $78,002-93.7% | $55,167-91.1% |
| Participation rate | 100.0% | 73.3%+26.7pp | 75.5%+24.5pp | 69.0%+31.0pp |
| Annual return | 0.10% | 2868.48%-2868.4pp | 425.99%-425.9pp | 169.23%-169.1pp |
| Employer contribution / active EE | $1,736 | $1,724+0.7% | $2,470-29.7% | $1,963-11.5% |
| Participant deferral / active EE | $0 | $2,778-100.0% | $3,497-100.0% | $3,054-100.0% |
| Admin fee / account holder | $0 | $467-100.0% | $5,481-100.0% | $504-100.0% |