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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,858 | $72,639-78.2% | $90,766-82.5% | $66,949-76.3% |
| Participation rate | 100.0% | 73.7%+26.3pp | 75.7%+24.3pp | 69.8%+30.2pp |
| Annual return | 18.29% | -12.28%+30.6pp | -12.16%+30.4pp | 1.57%+16.7pp |
| Employer contribution / active EE | $6,323 | $2,369+166.9% | $2,922+116.4% | $2,545+148.4% |
| Participant deferral / active EE | $0 | $3,979-100.0% | $4,565-100.0% | $4,239-100.0% |
| Admin fee / account holder | $0 | $708-100.0% | $8,446-100.0% | $594-100.0% |