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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping and information managem... | $449 |
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.)
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 | $21,159 | $70,418-70.0% | $96,570-78.1% | $85,847-75.4% |
| Participation rate | 38.0% | 61.8%-23.8pp | 69.8%-31.9pp | 69.3%-31.3pp |
| Annual return | 13.99% | 18.59%-4.6pp | 37.79%-23.8pp | 318.61%-304.6pp |
| Employer contribution / active EE | $570 | $1,413-59.7% | $2,357-75.8% | $2,565-77.8% |
| Participant deferral / active EE | $766 | $2,894-73.5% | $3,849-80.1% | $3,952-80.6% |
| Admin fee / account holder | $461 | $4,995-90.8% | $6,182-92.5% | $6,261-92.6% |