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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 | $13,020 | $125,778-89.6% | $114,563-88.6% | $154,746-91.6% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.9%+27.1pp | 80.7%+19.3pp |
| Annual return | 17.49% | 295.14%-277.6pp | 241.09%-223.6pp | 172.34%-154.8pp |
| Employer contribution / active EE | $0 | $2,806-100.0% | $2,592-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $7,350 | $4,445+65.4% | $4,142+77.4% | $6,730+9.2% |
| Admin fee / account holder | $111 | $8,190-98.6% | $7,623-98.5% | $14,365-99.2% |