Filed April 16, 2026
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Employer contribution per participant 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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $94,125 | $83,023+13.4% | $102,437-8.1% | $77,762+21.0% |
| Participation rate | 93.1% | 71.5%+21.5pp | 74.5%+18.6pp | 70.6%+22.5pp |
| Annual return | 25.51% | 19.12%+6.4pp | 24.95%+0.6pp | 31.27%-5.8pp |
| Employer contribution / active EE | $2 | $3,552-99.9% | $3,871-100.0% | $2,728-99.9% |
| Participant deferral / active EE | $0 | $4,110-100.0% | $5,060-100.0% | $4,651-100.0% |
| Admin fee / account holder | $0 | $639-100.0% | $8,388-100.0% | $433-100.0% |