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.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $7,200 | $70,917-89.8% | $98,920-92.7% | $73,497-90.2% |
| Participation rate | 98.9% | 73.8%+25.1pp | 76.0%+22.9pp | 70.7%+28.2pp |
| Annual return | -22.20% | 34.18%-56.4pp | 196.47%-218.7pp | 28.51%-50.7pp |
| Employer contribution / active EE | $0 | $2,037-100.0% | $2,689-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $0 | $3,501-100.0% | $4,245-100.0% | $3,740-100.0% |
| Admin fee / account holder | $0 | $535-100.0% | $6,643-100.0% | $513-100.0% |