Roper Corporation 401(k) Review & Grade
Roper Employee Voluntary Retirement Plan
Lafayette, GAManufacturing2,412 active participantsPlan year 2024
Estimate from the plan's Form 5500 filing · How we grade
$1,833Employer $ per active participant
$1,934Employee $ saved per active participant
0.05%Direct admin cost, % of plan assets
$107.9MNet plan assets, end of year
$76,089Average balance per account
Score breakdown
- Employer generosity19.4 / 5039th percentile for employer $ per participant
- Low cost22.0 / 2588th percentile for low admin cost vs. same-size plans
- Employee saving1.6 / 1511th percentile for employee $ per participant
- Plan features3 / 10Default investment
Total score46 / 100 · Grade C
This plan vs. peers
Peers: Manufacturing plans with 500–2,499 active participants (2,376 plans).
| Measure | Percentile |
|---|---|
| Employer $ per participant | 39th |
| Lower admin cost | 88th |
| Employee saving | 11th |
| Peers that auto-enroll | 59% |
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Red flags from the filing
No red flags were reported on this filing's compliance questions.
What to do if you're in this plan
- Roper put in about $1,833 per active participant, below the typical peer ($2,320). Any match is still an instant return, so contribute enough to get all of it.
- The filing shows total dollars, not the match formula. Ask HR for the Summary Plan Description so you know the exact match and vesting schedule.
- Fund expense ratios aren't in the filing. Look them up in your 404(a)(5) fee disclosure and favor low-cost index or target-date funds.
- Changing jobs? You can usually leave the money in the plan, move it to your new employer's plan, or roll it into an IRA. Don't cash out: you'd owe taxes and possibly a 10% penalty.
The raw numbers from the filing
| Employer contributions | $4,420,834 |
| Participant (employee) contributions | $4,662,983 |
| Other contributions (incl. rollovers in) | $18,083 |
| Administrative expenses paid from the plan | $49,896 |
| Investment advisory & management fees | $3,373 |
| Benefits paid out | $11,806,186 |
| Net assets, start / end of year | $98.8M / $107.9M |
| Active participants, start / end of year | 2,285 / 2,538 |
| Participants with account balances | 1,418 |
| Auto-enrollment (feature code 2S) | Not reported |
| Auditor | Cherry Bekaert LLP |
Largest service providers (Schedule C)
| Fidelity Investments Institutional | $45,191 reported compensation |
Source: DOL EFAST2 Form 5500 filing, acknowledgment ID 20250924134744NAL0006818497001, received 2025-09-24, EIN 58-1812847, plan #001, plan year 2024-01-01 to 2024-12-31. Verify at efast.dol.gov.