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 | $12,474 | $71,534-82.6% | $98,462-87.3% | $71,529-82.6% |
| Participation rate | 99.4% | 72.7%+26.7pp | 75.2%+24.2pp | 67.9%+31.5pp |
| Annual return | -11.60% | 32.44%-44.0pp | 21.17%-32.8pp | 28.97%-40.6pp |
| Employer contribution / active EE | $0 | $2,399-100.0% | $3,049-100.0% | $2,590-100.0% |
| Participant deferral / active EE | $0 | $4,109-100.0% | $4,738-100.0% | $4,291-100.0% |
| Admin fee / account holder | $0 | $1,677-100.0% | $8,875-100.0% | $1,588-100.0% |