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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 | $12,838 | $94,439-86.4% | $73,658-82.6% | $154,746-91.7% |
| Participation rate | 100.0% | 64.7%+35.3pp | 57.0%+43.0pp | 80.7%+19.3pp |
| Annual return | 17.88% | 28.25%-10.4pp | 29.72%-11.8pp | 172.34%-154.5pp |
| Employer contribution / active EE | $0 | $1,257-100.0% | $1,032-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $2,712 | $2,527+7.3% | $2,062+31.5% | $6,730-59.7% |
| Admin fee / account holder | $68 | $3,843-98.2% | $3,357-98.0% | $14,365-99.5% |