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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Claims processing; Recordkeeping and ... | $1,027 |
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 | $9,396 | $85,171-89.0% | $172,752-94.6% | $72,975-87.1% |
| Participation rate | 92.3% | 70.1%+22.2pp | 82.6%+9.7pp | 69.5%+22.8pp |
| Annual return | 56.13% | 27.32%+28.8pp | 802.97%-746.8pp | 81.01%-24.9pp |
| Employer contribution / active EE | $1,109 | $3,324-66.6% | $5,144-78.4% | $2,440-54.6% |
| Participant deferral / active EE | $850 | $3,260-73.9% | $5,198-83.7% | $3,608-76.4% |
| Admin fee / account holder | $1,805 | $5,880-69.3% | $13,955-87.1% | $5,124-64.8% |