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Participant contribution per participant is in the bottom quintile of the peer cohort.
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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,769 | $124,346-76.9% | $111,308-74.2% | $167,536-82.8% |
| Participation rate | 100.0% | 79.6%+20.4pp | 77.3%+22.7pp | 82.1%+17.9pp |
| Annual return | 9.73% | 37.45%-27.7pp | 54.67%-44.9pp | 478.82%-469.1pp |
| Employer contribution / active EE | $1,147 | $3,437-66.6% | $2,732-58.0% | $4,839-76.3% |
| Participant deferral / active EE | $1,647 | $5,182-68.2% | $4,487-63.3% | $6,342-74.0% |
| Admin fee / account holder | $296 | $10,621-97.2% | $7,965-96.3% | $12,315-97.6% |