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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 | $26,935 | $103,000-73.8% | $90,300-70.2% | $152,885-82.4% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 15.75% | 95.19%-79.4pp | 78.11%-62.4pp | 345.39%-329.6pp |
| Employer contribution / active EE | $0 | $3,138-100.0% | $2,854-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $6,204 | $4,281+44.9% | $3,884+59.7% | $5,851+6.0% |
| Admin fee / account holder | $56 | $6,173-99.1% | $5,353-99.0% | $11,598-99.5% |