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| Provider | Service type | Compensation |
|---|---|---|
Service code 52 | Indirect Investment Fees | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,818 | $217,432-88.1% | $185,849-86.1% | $167,536-84.6% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 3.89% | 148.42%-144.5pp | 122.10%-118.2pp | 478.82%-474.9pp |
| Employer contribution / active EE | $2,975 | $5,875-49.4% | $5,169-42.4% | $4,839-38.5% |
| Participant deferral / active EE | $1,702 | $6,357-73.2% | $5,569-69.4% | $6,342-73.2% |
| Admin fee / account holder | $1,117 | $19,818-94.4% | $16,244-93.1% | $12,315-90.9% |