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 | $9,809 | $66,319-85.2% | $93,621-89.5% | $65,186-85.0% |
| Participation rate | 99.0% | 74.0%+24.9pp | 75.8%+23.1pp | 70.2%+28.8pp |
| Annual return | 10.48% | 42.59%-32.1pp | 32.76%-22.3pp | 29.39%-18.9pp |
| Employer contribution / active EE | $1,047 | $2,013-48.0% | $2,719-61.5% | $2,177-51.9% |
| Participant deferral / active EE | $0 | $3,343-100.0% | $4,070-100.0% | $3,514-100.0% |
| Admin fee / account holder | $0 | $6,900-100.0% | $7,890-100.0% | $847-100.0% |