Filed March 10, 2026
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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 exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $409,486 | $122,063+235.5% | $184,256+122.2% | $74,478+449.8% |
| Participation rate | 99.5% | 85.5%+14.0pp | 86.8%+12.6pp | 67.2%+32.2pp |
| Annual return | 9.10% | 19.92%-10.8pp | 28.85%-19.8pp | 1370.56%-1361.5pp |
| Employer contribution / active EE | $7,169 | $4,539+58.0% | $6,427+11.5% | $2,626+173.0% |
| Participant deferral / active EE | $0 | $7,144-100.0% | $9,133-100.0% | $4,350-100.0% |
| Admin fee / account holder | $3 | $1,253-99.7% | $13,899-100.0% | $1,946-99.8% |