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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Account maintenance fees; Recordkeepi... | $1,214 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,187 | $81,358-78.9% | $155,556-89.0% | $80,959-78.8% |
| Participation rate | 58.6% | 66.3%-7.6pp | 78.2%-19.6pp | 67.7%-9.0pp |
| Annual return | 11.29% | 33.39%-22.1pp | 64.84%-53.5pp | 35.67%-24.4pp |
| Employer contribution / active EE | $715 | $3,106-77.0% | $4,675-84.7% | $2,757-74.1% |
| Participant deferral / active EE | $848 | $3,455-75.4% | $5,631-84.9% | $4,300-80.3% |
| Admin fee / account holder | $3,321 | $7,994-58.5% | $15,885-79.1% | $6,925-52.0% |