Filed January 28, 2026
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Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,357 | $86,288-70.6% | $111,306-77.2% | $85,851-70.5% |
| Participation rate | 100.0% | 73.3%+26.7pp | 77.3%+22.7pp | 69.3%+30.7pp |
| Annual return | 91.43% | 19.99%+71.4pp | 54.67%+36.8pp | 318.63%-227.2pp |
| Employer contribution / active EE | $4,254 | $2,044+108.1% | $2,732+55.7% | $2,565+65.8% |
| Participant deferral / active EE | $0 | $3,641-100.0% | $4,488-100.0% | $3,952-100.0% |
| Admin fee / account holder | $0 | $8,189-100.0% | $7,966-100.0% | $6,261-100.0% |