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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 | $104,650-87.7% | $83,854-84.7% | $155,188-91.7% |
| Participation rate | 100.0% | 65.1%+34.9pp | 59.1%+40.9pp | 80.8%+19.2pp |
| Annual return | 17.88% | 28.97%-11.1pp | 31.39%-13.5pp | 148.84%-131.0pp |
| Employer contribution / active EE | $0 | $1,196-100.0% | $1,017-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $2,712 | $2,367+14.6% | $2,035+33.3% | $6,531-58.5% |
| Admin fee / account holder | $68 | $3,518-98.1% | $3,197-97.9% | $14,480-99.5% |