Filed June 17, 2025
Total covered: 2 employees
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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.
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 | $8,818 | $79,438-88.9% | $106,554-91.7% | $79,389-88.9% |
| Participation rate | 94.9% | 74.2%+20.8pp | 76.1%+18.8pp | 70.7%+24.2pp |
| Annual return | 24.61% | 18.27%+6.3pp | 26.80%-2.2pp | 116.89%-92.3pp |
| Employer contribution / active EE | $0 | $2,235-100.0% | $2,819-100.0% | $2,428-100.0% |
| Participant deferral / active EE | $0 | $3,824-100.0% | $4,398-100.0% | $4,046-100.0% |
| Admin fee / account holder | $0 | $523-100.0% | $7,408-100.0% | $626-100.0% |