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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $3,957 |
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.)
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 | $9,329 | $46,877-80.1% | $122,354-92.4% | $70,126-86.7% |
| Participation rate | 43.5% | 58.2%-14.7pp | 71.6%-28.2pp | 69.5%-26.1pp |
| Annual return | 51.29% | 24.22%+27.1pp | 30.28%+21.0pp | 73.15%-21.9pp |
| Employer contribution / active EE | $992 | $1,288-23.0% | $4,051-75.5% | $2,343-57.6% |
| Participant deferral / active EE | $1,752 | $2,167-19.2% | $3,287-46.7% | $3,332-47.4% |
| Admin fee / account holder | $710 | $3,324-78.6% | $5,479-87.0% | $4,645-84.7% |