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Employer 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 | $15,708 | $97,125-83.8% | $86,233-81.8% | $137,256-88.6% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.0%+31.0pp | 80.0%+20.0pp |
| Annual return | 15.98% | 74.19%-58.2pp | 61.39%-45.4pp | 220.34%-204.4pp |
| Employer contribution / active EE | $198 | $2,841-93.0% | $2,504-92.1% | $4,156-95.2% |
| Participant deferral / active EE | $16,144 | $5,180+211.7% | $4,559+254.1% | $6,407+152.0% |
| Admin fee / account holder | $176 | $9,725-98.2% | $8,342-97.9% | $12,270-98.6% |