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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Participant loan processing; Claims p... | $441 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $8,547 | $65,092-86.9% | $143,799-94.1% | $66,938-87.2% |
| Participation rate | 61.4% | 65.2%-3.8pp | 80.3%-18.9pp | 69.8%-8.4pp |
| Annual return | -19.30% | -11.14%-8.2pp | -0.04%-19.3pp | 1.58%-20.9pp |
| Employer contribution / active EE | $764 | $2,362-67.7% | $4,952-84.6% | $2,545-70.0% |
| Participant deferral / active EE | $1,044 | $2,920-64.3% | $5,638-81.5% | $4,238-75.4% |
| Admin fee / account holder | $864 | $502+72.0% | $14,677-94.1% | $594+45.6% |