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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping and information managem... | $1,023 |
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 | $13,437 | $91,167-85.3% | $178,498-92.5% | $79,858-83.2% |
| Participation rate | 98.6% | 69.2%+29.4pp | 81.9%+16.7pp | 69.6%+29.0pp |
| Annual return | 18.09% | 24.19%-6.1pp | 151.09%-133.0pp | 31.72%-13.6pp |
| Employer contribution / active EE | $1,023 | $3,255-68.6% | $5,011-79.6% | $2,471-58.6% |
| Participant deferral / active EE | $1,438 | $3,236-55.6% | $5,202-72.4% | $3,740-61.6% |
| Admin fee / account holder | $864 | $6,747-87.2% | $13,985-93.8% | $5,306-83.7% |